Since a brokerage account of mine was closed in 2023 I cannot import the many 1099-B transactions directly. Fortunately, I have them all tracked in my own desktop financial software. I exported those transactions as a .TXF and they imported into TT 2023 beautifully, except for the fact it added each lot purchase individually (FIFO cost basis) with respective purchase dates instead of the "various" and average listed on the 1099-B. Even though my own data is more robust I want it to match the 1099-B, but trying to delete the extra transactions (after editing one to include all the sold shares) doesn't seem to be possible as it just keeps re-populating with junk transactions.
I've tried finding some workarounds, but considering how poorly designed the new transaction summary screen is with the weird unresponsive frame, and constant unstable screen refreshing I am loath to continue spending the time if it's all going to be re-populated with junk transactions again. In that case I may as well forego the handy import from my own document and just manually type in 34 pages of transactions.
So can an imported 1099-B TFX normally be edited and is this a bug that needs to be fixed? I can't remember ever needing to import my own TXF so this is new to me. Thanks!
