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Get your taxes done using TurboTax
I had this issue. Turbo tax or Edward Jones needs to warn people. I imported from EJ from a downloaded 2023 program.
My fix is to start on the homepage of your tax return. choose WAGES AND INCOME
Then select I will choose what to work on option
Go to investment income
click the update option next to EJ or you may see another term
click edit
click the pencil
click sales section title GO to DROP down box.
Select long term basis not reported
click continue at bottom pf page. Another page popped up, and I answered none of these as that best applies to me.
I went into view then forms and looked to see if the box had changed in form 8949. it did so that was that.
‎February 10, 2024
2:17 PM