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Get your taxes done using TurboTax
That's a good suggestion but, unfortunately, my broker does not offer that option. Thankfully, I was able to do a direct connection between TurboTax and my broker and import every single sale (rather than manually input a summary). Thus, I no longer have to upload the 1099-B PDF or mail it in.
Thanks for the time spent trying to help.
‎February 27, 2025
7:33 AM