For clarity, I am using a CD with TT Premier on a desktop running Windows 10.
I imported the 1099-B Broker Statements online. My brokers were Fidelity and Interactive Brokers, the latter designated Short Term Transactions for which basis was not reported to the IRS as "Noncovered Securities" with no information on Wash Sale loss disallowed or Cost. However, in the accompanying "Worksheet for Form 8949" IBKR lists all Box B category transactions giving individual transactions and the total of Proceeds, Cost, Wash Sale Adjustment and Gain or Loss.
I printed out Form 8949 Box B transactions only from Turbotax Print option, For a large number of transactions Cost and Adjustment Columns have no entry, leading to huge and incorrect Gains. These transactions as shown in Turbotax (combined) Form 8949 need editing and I can find the correct numbers the from IBKR Worksheet for Box B. I am assuming Box B transactions from Fidelity have been correctly copied by Turbotax.
Can I correct these (incomplete) transactions manually using data from IBKR Worksheets although these are not reported to IRS?
Thanks.
