MarilynG1
Expert Alumni

Get your taxes done using TurboTax

@budreag  If your import didn't work properly, click this link for info on How to Delete Imported Transactions.

 

Click this link for for instructions on How to Enter a Summary in Lieu of Individual Transactions.

 

The Form 8949 will have Summary Category Totals, and you can attach your Brokerage Statement to it for mailing.

 

 

 

[Edited 2/17/2021 | 12:29 pm]

 

 

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