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Get your taxes done using TurboTax
Hi CATaxFilerNorCal. I believe you are correct. It appears to be a bug in the software. The first part of the reply to my initial question seems to acknowledge that you can do what I was suggesting as an alternative: bundle them as one transaction for everything including the Compensation Income, however, another path worked for me. I had initially imported the data from my broker. In trying to adjust my initial stock data, I ended up importing the data again, and deleted the initial import. Inexplicably, the software behaved correctly, and let me input Compensation Income for all of my transactions. I had about a dozen transaction in total. If you imported the data from your broker, you may want to try to re-import, and delete the original import. If that does not work, maybe try manually inputting the data, instead of importing. My conjecture is that the defect has to do with the import function.