Get your taxes done using TurboTax

The 1099-Composite included - as is often the case - a 'year end summary', and it clearly states that 'this information is not provided to the IRS, but you may need the information to complete your tax return'. Since I'm not a tax guru, and not an expert on estate filing, I took them at their word. The information that I imported from the broker into my personal turbotax included form 8948 and a 1099-b worksheet with assorted details such as date acquired/date sold for basis, etc.

 

The overriding issue to me is why one of the most expensive products intuit sells, that's marketed for business and estate filing, excludes functionality that's in most of their personal products, and that I would think would be helpful in the Business product.