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Get your taxes done using TurboTax
We spoke to Kristy, one of your technical experts, who walked us through a couple of options of how to work through the problem. We learned ALOT.
At the end of the day, being as there were probably 100's of lines of data within the 1099-B, we chose to delete the 1099-B for UBS and then re-import. It worked flawlessly! We had about 5 rows of data to still adjust, but the process designed by TurboTax was straight forward.
Not sure what caused our initial issue of the details being correct but the summary and form amounts being "doubled", but we got to where we needed to be.
Thanks Kristy. (spelling probably wrong, :))
March 18, 2021
7:07 AM
3,668 Views