I've used Turbo Tax Deluxe Windows for many years and am familiar with using it.
When I download my tax data from my broker, it downloads every single transaction detail which forces me to hunt of a few transactions that might be missing a purchase date or similar.
Unless I am wrong, I believe all that underlying transaction detail is not really necessary in the tax return. Is there a way to import from the brokerage just the data on the front of their 1099 without all the individual underlying transactions that add up to that 1099 summary data?
Thank you.
