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Get your taxes done using TurboTax
To be clear, you're saying that in previous years you imported the statement from your brokerage and it automatically generated a 1202 exclusion where applicable and that this year it is not automatically generating that exclusion.
That feature should still exist in the 2023 software. It does not appear to be disabled. But a lot of features have some difficulty operating when importing large broker statements. You should definitely go through and double check the automatic entries.
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March 7, 2024
6:38 AM