Thank you, for clarification for anyone else with a roboadvisor nightmare, this is the process on the current website (2023):
1. Search for "stock sales" via search icon on nav bar.
2. Click "Jump to stock sales" link.
3. Click "Add Investment" button.
4. Click "Enter a different way" button.
5. Click "Stocks, bonds and mutual funds" card.
6. Type in bank or brokerage (click autocompleted result from dropdown) (e.g. Apex Clearing Corporation)
7. Answer some questions... "Do you have more than three sales on your 1099‑B?" Click "4+"
Will only have to add the totals and not each individual transaction. Upload your pdf for IRS record-keeping and you're done. Helpful!
If only the 4 different turbotax customer support representatives on the phone told me this, I could have saved a lot of time. Train your staff better!
