Broker 1: Imported. I expected all transactions showing up in form 8949, but it ends up with only 6 lines of data, all with code in column f. I don't know how the system works, it seems that the system put most of other imported data to Schedule D line 1a. It did not work that way in 2022, all imported data appeared in form 8949, and there were multiple sheets of form 8949.
Broker 2: Cannot import correctly, too much review needed, so I enter Summary Data, and it shows "Broker 2 - see attached statement". And I will mail out form 1099B. This line looks fine for me.
Broker 3: Cannot import correctly, too much review needed, so I enter Summary Data, but it does not even mention anything related to broker 3 in form 8949. I double checked TurboTax desktop software, I indeed entering summary number, not importing 1099B.
The good thing is Schedule D line 7 Net Short Term Gain/Loss and line 15 Net Long Term Gain/Loss are correct. So I just e-filed the form.
The whole thing (form 8949) makes me so confused. If form 8949 indeed does not show correctly(not something I did wrong), then I think I am done with TurboTax, I want to use other company for tax filing next year.
The other thing is: I need to go to USPS to mail out supporting form1099B for the reason I entering summary numbers. It does not allow attaching files. That is not good.
