1. TurboTax doesn't partner with Shareworks. Here is a list of all of the TurboTax partners.
2. There isn't a shortcut for the ISO import unless you enter summary totals. You can enter the total trades for each category and give the NSO option to the summary amount. However, the system may instruct you to mail in your 1099-B even though you electronically file the return at that point. So just be aware of that.
Here is a good article on NSOs in TurboTax.
@Bluesky-888
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