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Get your taxes done using TurboTax
That isn't exactly what happened, but you're on the right track. I imported all my 1099 info from my brokerages, so all the brokerage sales are reported individually, lot by lot, except this one which contained a minor error.
In this fund, there were 3 lots sold, each of which was imported into TT separately, but with "summary" indicated for unknown reasons. I was easily able to change them to individual sales by copying the info from my paper 1099-B.
So thanks for steering me in the right direction. I'm no longer seeing the "mail a statement" message.
In this fund, there were 3 lots sold, each of which was imported into TT separately, but with "summary" indicated for unknown reasons. I was easily able to change them to individual sales by copying the info from my paper 1099-B.
So thanks for steering me in the right direction. I'm no longer seeing the "mail a statement" message.
‎June 1, 2019
10:05 AM