TT automatically imported tax information from Wells Fargo for all of my accounts (four in total). Unfortunately this year TT does not identify which is which, nor provide any means to otherwise identify them. I have not had this problem in previous years.
Forms 1099-DIV and 1099-INT were straightforward and I was able to figure out based on the amounts. Unfortunately for 1099-B all that is shown is Gain or Loss, with a number. There is absolutely no other information, no indication of type (short term/long term/etc) nor is there any identification of where that number came from. Trying to reconcile the provided numbers with the printed forms has proven to be extremely challenging, as there is nothing that appears to correlate.
Further, clicking on 'Review' asks questions about the 1099-B which can't possibly be answered without knowing which account is being reviewed, and still doesn't provide any additional detail.
This is almost useless and I have spent hours trying to correlate which of the four accounts goes with which numbers to no avail. Please do not ask me to delete the imported forms and enter manually, as (a) this defeats the purpose here and (b) there is a lot of information that needs to be entered, which TT already has from the import.
I've been using TT for several years and have never had so much trouble. Am I just missing something obvious, or is there really no way to differentiate 1099-B from multiple accounts from a single institution?
