hi
Given there are so many AI/smart SW solutions that we read in the news these days, Turbo tax software should read the brokerage statement and take all the Key totals automatically that it needs vs Importing more than 2000 transactions limit itself and show the summary option. I used to buy the desktop SW deluxe for the number transactions and now with various managed accounts, lots of trades happen. Smartness of the CPA reading these brokerage statements can pick out the summary of what it needs automatically.
