When I import investment income from TIAA, for my 1099B information it says it needs reivew and there are 52 items to review and it's asking me to complete information for each sale including the "sales section" - short term, long-term, etc, and often the acqusition or sales date. All of this information is in the download and I have tried both importing from TIAA and also uploading the PDF. I've never used HR Block before but I started to switch because this was so annoying and HR Block was able to acquire all that information from download without a problem and didn't require any manual work.
