- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Final Update
Turns out that I was able to deal with this issue by deleting ALL of the 1099-B entries, using the 1 garbage can delete mechanism, then re-importing the MorganStanley/Etrade account and this time answering the question "Did you purchase all of the stocks?" vs inherited or gifts with a NO. This time, during the import process you are prompted to individually address all 41 stock sale items. So, I was able to delete the 1 entry that was messed up with a date from 2024. (the reason so many is because a couple of the stocks that were sold had been collecting monthly dividends and re-investing them - so selling them all resulted in a large number of 1099-B entries.)
Anyway, Seems that TurboTax is now happy with the Federal Review, no errors now.