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Get your taxes done using TurboTax
I have the same issue with importing J.P. Morgan transactions so it's not related to any one brokerage. I spoke with a TurboTax Customer Service representative this afternoon and she admitted it was a TurboTax bug and that she's received other calls on the problem. She also said she didn't think they were working on a fix. This is quite distressing, it would take me hours/days to manually go it and update the sale category for every transaction. I'm not a day trader, however, my investments are in investment pools that have hundreds or thousands of trades with fractional shares. This needs to be fixed ASAP!
March 13, 2021
6:43 PM