Get your taxes done using TurboTax

Hmm, when I deleted all of the values < 0.49, I was able to get past this stage. Fyi, I left all of the values that were initially 0.00 as is and didn't delete them. 

 

The biggest time suck was correlating witch Betterment csv line items correlated with the corresponding Turbotax line items.  I downloaded the raw csv file from Bettterment, made it a table in excel, and filtered out every wash values greater than 0 but less than 0.49 (0> wash_val <= 0.49).  And then aligned each remaining excel line item with the corresponding turbotax entry in their 30+ pages of entries. 

 

The next step where TurboTax wants to confirm 8949 values seemed sketchier to me.  It wanted to confirm what seemed like total values for: Basis reported to IRS yes or no/ description needed of property/sale price/Cost or Adjusted Basis/Date Sold/Date Acquired/Holding Period. But Betterment's 1099-B reports these in two separate categories (short-term and long-term)...and the Betterment summaries also list some of the values as 'Various', which turbotax doesn't accept as valid entries.  I gave up at this point, and just guessed values until it let me file.

 

@Turbotax, if the Betterment integration won't be improved upon and we have to manually do this every calendar year, can you at least make a software change to not revert back to page 1 of the 1099-B every time you save a manually edited 1099-B line item (this might shave off 1hr of the 3 hr process)?