- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
From what I saw online, automatic import from brokers create issues sometimes. In my case I entered each ESPP and RSU transaction manually and there is a pencil mark that once pressed it allow you to edit everything (date, cost, proceeds etc.). If there are too many transactions (not ESPPs nor RSUs) but regular stocks buy/ sale, beyond a certain number I will not try to enter them manually or import them since TT will not work properly, especially when these transactions are from different brokers or they trigger the wash sale rule. I decided to pay a fee for a separate program that allows to keep track of all these transactions correctly and I enter the summary of all those transactions generated by this program as a single line in TT.
‎April 8, 2024
10:01 PM