Scenario: RSU vested, Sell-to-cover, and then some Lot-Specific Sales later in year (some LT, some ST).
Imported: 1099B + Supplemental Info combo PDF
Result: TT imports 39 lines (supplemental info qty) for only 24 1099-B transaction lines. Fails to import any of the wash sale disallow or adjusted gain/loss fields into TT.
Question: Is this normal behavioral? To selectively import 100% of rows from Supplemental, but leave out most of the fields?
The TT flow fields appear to be: 1d - Proceeds. 1e - Cost or other basis, 1g - Wash sale loss disallowed.
Supplemental Info fields I'm trying to map are: 1) Proceeds 2) Adj cost or Other Basis (z) , and 3) Wash Sale Loss Disallowed. I'm not clear how to use the Adjusted Gain Loss field.
In prior years, I manually update the basis on the non-reported 8949 line entries. The entries matched the 1099-B lines (not the supplemental lines). However, in that year - I only have Vest and Sell-to-Cover and no Washes.
In previous years, I avoided the TT guided solution and manually updated basis on the 8949 for transactions where basis was not reported. I'm not sure I trust the data generated by the guided flow.
