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TurboTax: Errors after importing 1099
I don't mean errors, they just require manual edit. Almost all are SPX option related, and it is painful to find/fix them one by one. It seems that TurboTax does not import well with Apex Clearing option trading transaction, no error with TD Ameritrade.
Can I delete imported 1099 forms then manually enter summary number? Then uploading 1099 forms?
I don't want to deal with each trade transaction. I am relatively active trader (SPX option).
If importing form 1099, there are still 182 areas requiring manual fix. TurboTax does not get all the information.
If manually entering, I can only manually enter summary numbers (SUMMARY OF PROCEEDS, GAINS & LOSSES, ADJUSTMENTS AND WITHHOLDING). Does TurboTax software allow uploading 1099 forms?
Thanks.
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‎February 19, 2023
4:37 PM