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Transferring Etrade 1099-B information into Turbo-Tax
When I securely transfer my 1099-B from Etrade to turbotax, only the first sale of each security is uploaded. For example I have 5 AMD stock record under short-term, it only transferred one. This year I have many stock transactions, but only 1/3 of them got in.
2nd, Some of these stocks were from ESPP or RSU, for these items transferred from etrade, even after I manually add information to reflect the ESPP/RSU status, the cost basis doesn't update.
3rd, I have option trades this year, some of the proceeds are negative number, e.g. "buy to close" or "roll over", but it doesn't allow me to input a negative number there.
‎February 17, 2021
3:42 PM