- Hey! So I managed to figure it out the other day. I'm going off of memory here so bear with me...What you need to do is go back to where you uploaded your 1099-B (I think it was in the Income section) and DELETE it. Then, you want to go through the process again but instead of uploading your 1099-B after selecting your bank/brokerage, select enter manually (don't worry you will NOT have to enter each transaction manually). Then they will ask you if you have more than 4 line items or less, and you can select "I have more than 4". Then it will have you just enter the summary values instead of having every stock entered individually. For me, I had two summary values to enter from my 1099-B, short term covered and short term uncovered. If you have more it will let you input the others. This should work and solve the problem! I believe they still asked me to upload a copy of my 1099b to send to the IRS just for verification purposes at the very end, but turbo tax used my inputted summarized values which are from the 1099b anyways. Good luck everyone!
February 27, 2021
5:32 PM
