Hi,
Even though it’s worked great for many years, this year I’m unable to import my 1099-B from my broker into Turbotax Primier. My Mac puts up the “Establishing secure connection” dialog for a few seconds then beeps and returns to the import page with no error messages. About two hours of phone tech support with both Intuit and my broker were no help.
So, I need to enter my 1099-B manually. I was pleased to learn of the option to just enter the sums for each section (e.g., covered short-term gains), but then disappointed to see I have to report wash sales as individual transactions.
My question is can I do both? I have roughly 1,530 transactions, so entering all be hand is really, really, really not preferred (plus it’d be very error prone!). Among those, 54 are wash sales.
It seems to me that I could subtract out the wash sales from the section sums mentioned above, enter these modified sums into the “sums” section of TT and then report just those 54 transactions individually (not great but way better than 1,530). I then hope that TT will add these together. If not, I guess I can enter the modified sums as one “individual” transaction with a stock symbol of “various” or similar.
Any advice?
