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After importing 1099-B from E-Trade by Morgan Stanley, the gain/loss summary is incorrect as it is not accounting for profit/loss from SPY options.
The gain/loss from SPY options is summarized in the Regulated Futures Contracts section. I don't have any problem importing this from other brokerages but for some reason the gain/loss summary does not account for this.
March 14, 2025
9:56 AM