I started importing the 1099-B forms from my Chase accounts since yesterday and it seems that there are some issues as follows:
1. While importing 1099Bs, it seems that the TurboTax can't recognized whether the Box A should be checked or Box D should be checked (short-term or long-term). I have to manually select which box should be checked for each item
2. I have two investment accounts from Chase bank. After I finished everything and tried to review my tax return. I went to print center and generate the pdf file of "All official forms required for filing". However, it seems that all the information (1099-Bs) from one of my account are missing on the 8949 forms ( The 8949 forms only list all the 1099-B info for one of my account). This is very strange to me because I filed my tax return using TurboTax for several years and never encountered this problem before. The information on the schedule D is correct (It combined all the info from both of my accounts). The tax return just misses several 8949 pages for one of my accounts.
Please advice if there is anything I have to do to address these issue or these are the bugs for the current version of the TurboTax. Thanks.
