I had TurboTax online premier to import both 1099-DIV and 1099-B from Apex Clearing, in one shot. The import worked successfully (at least I did not see any errors reported from TurboTax).
The forms are associated with my AxosInvest account. Since this is a rob investor, lots of entries are inside 1099-B. For each entry I noticed there are 1 or 2 issues, when comparing to the PDF file I could download directly from Apex:
- acquisition date(s): Various dates is not set properly
- Sales section title: it always reported Box E, but based on PDF, all should be either Box A (short term basis covered), or Box D (long term basis covered)
(The acquisition date issues are captured by TurboTax own final review phase.)
Now I am facing a painful job to fix all those entries manually, one by one. Given the less-than-ideal UX design of the online product, there are lots of clicks and scrolls to fix each entry.
Can you guys fix it with high priority? Or can you suggest any alternative? Will import PDF work better (which I doubt)?
Thanks!
