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Get your taxes done using TurboTax
It wouldn't be necessary to delete the summary entries now as long as you can identify them when you complete the upload, as you'll need to delete them then to avoid double reporting things.
After you do the upload, I suggest you work through TurboTax until you come to the review screen to see if there are many errors in the investment sales you uploaded from your broker. Sometimes when you have a lot of individual sales, there are a lot of adjustments required and if you encounter that, you may be better of sticking with the summary entries you made. If so, you can delete the uploaded transaction one by one as opposed to bringing them up and fixing errors on them.
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March 30, 2023
4:48 PM