Get your taxes done using TurboTax

This response was not correct in my case. As I indicated I have a $3000 loss in the underlying data which was not captured in the summary - which only showed “available now”. I could find no errors in the data and their were no smartcheck problems. I solved the problem by starting a new instance of my 2023 turbotax and before inputting any other data I performed the data dump from my financial institute as before. This time all the data came across with no errors showing the $3000 loss in the summary of the investment income. Go figure!