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Get your taxes done using TurboTax
Interesting, thanks for the quick response!
When I delete each individual line item that has an amount < 0.49, I get the following prompt each time - what should I select for this situation (all transactions were just 'normal' auto Betterment transactions)?
Let us know if any of these situations apply to this sale
Select all that apply.
I paid sales expenses that aren't included in the sale proceeds reported on the form
Box 2 of my 1099-B has "ordinary" checked
I need to correct the holding period
This was a small business stock
This was a worthless security
None of these apply
Box 2 of my 1099-B has "ordinary" checked
I need to correct the holding period
This was a small business stock
This was a worthless security
None of these apply
**Edit**
The answer above solved the original question.....and the process was pretty involved.....but now I'm running into a ton of other 1099-B/8949 'Check This Entry' prompts when attempting to import Betterment info (Basis reported to IRS yes or no/ description needed of property/sale price/Cost or Adjusted Basis/Date Sold/Date Acquired/Holding Period). Not sure what to put for these entries either.
‎February 17, 2021
6:03 PM