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1099-B data imported from Brokerage is assigned to wrong category/BOX(es)
Help needed please. Importing my 1099-B's for my two accounts at my E-Trade brokerage results in the BOX A short term gains/losses being incorrectly imported as BOX B and the BOX D long term gains/losses are being imported incorrectly into BOX E. These errors are seen in the Schedule D and in the associated form 8949 entries.
Attached are the following relevant screenshots :
- TurboTax Schedule D
- Brokerage 1099B statements for account numbers ending in xxx0259 and xxx0649
- Sample of one of the many Form 8949's that identify each investment sale.
Note: This import problem above has no relevance to a separate 1099-B article under investigation '1099-B negative values preventing e-file submissions' as has been suggested in a different thread.
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‎February 24, 2021
1:46 PM