ThomasM125
Expert Alumni

Get your taxes done using TurboTax

If you don't answer the questions you won't be able to e-file your return and your accuracy guarantee from TurboTax may be invalidated.

 

I don't know what the issues are so I can't comment on whether they need attention. All TurboTax does is post the information the broker provides in the program. Often, things like cost basis are not provided by the broker, so TurboTax has to ask you to enter that information manually.

 

You could delete the imported investment sales and enter them in summary form manually. You would only need a few entries, as you typically need to break the entries out into short-term covered, short term non-covered, long term covered and long-term non-covered.

 

If you did this, you should mail your tax return in and attach a copy of the form 1099-B showing the detail of the investment sales.

 

 

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