Yeh don’t waste your time on import, they claimed fixing it for years, those lower level support agents don’t really know the details.
so much easier to just type it in yourself, no need to track all the individual transactions and that is what their import does. IRS only needs the 1099-B totals for each category, then enter 1009-div and 1099-int stuff by hand as well. (You just have to click through their constant stuff about being impressed with their import that they can’t handle, keep clicking past that to get to enter by hand)
don’t forget to enter wash sales stuff too
meanwhile you need to modify stuff after their import anyway, but their import only works on super small transactions. If to many it will cause entire program to spin indefinitely.
doing totals is way easier to correct as well if you get a corrected 1099-B. Plus their import never figures out the federal and state muni bond tax write offs. You have to calculate that by hand and enter anyway.
good Luck, but ditch their import of brokerage statements. Simple 1099-Int for savings accounts and W2 is fine to import, just not brokerage 1099-B with over ten transactions throughout the year
