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Level 3

Get your taxes done using TurboTax

After going round and round with support never getting an answers, here is the secret.  

DO NOT USE turbo tax 1099-B import feature..  it is fine if you only have a few trades, but if you many trades it will choke up turbo tax making it unusable.

 

you don’t have to add every single trade, you only need to manually enter the totals for each category, long term basis reported, short term reported, long term not reported, short term not reported, then manually do the 1099-DIV and INT and then turbo tax will not choke out.

 

If you already imported, just go to the delete form section under tools and delete the forms that the 1099-B import created.   

hopefully this helps you, it works so much better for me now and my tax forms are way smaller, IRS does not require you to enter every single trade, just the sums..

 

let me know if that helps you?