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Get your taxes done using TurboTax
This is old post, but commenting here for those w/ same problem in future. I had the same thing happen with importing Interactive Brokers txf file for 2019 tax yr software. Had to correct the financial institution name/account number as mentioned above, but also had to go into each individual transaction and set the "sale category" dropdown. For me it was either "box A" for short term gain/loss, or "box D" for long term gain/loss. For me this sales categorization did not import with the txf and had to be manually updated. I was able to easily get each one from the paper 1099B from Interactive Brokers, but is strange it didn't import with the rest of the data.
‎February 29, 2020
2:36 PM