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Get your taxes done using TurboTax
If you can't fix the import, you might be able to use "Exception 2 in the instructions for IRS form 8949. In TurboTax, use the following steps when:
1) Choose button: "I'l type it in myself" and Continue
2) Enter Bank or brokerage names and Continue
3) On the next screen labeled, "Tell us about your xxxxxxxx 1099-B",
* check the button, "I'll enter a summary for each sales category"
* make sure that you click and read the Learn More to make sure that you meet the requirements for this
4) Fill out the screen with the information for each summarized category.
‎April 11, 2023
6:47 AM