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Get your taxes done using TurboTax
The good news is that you do not have to enter all of the transactions -- just four of them:
1. Your dividend total for the year.
2. Your long-term proceeds.
3. Your long-terms costs.
4. Your short-term proceeds.
5. Your short-term costs.
When you download the 1099 form (NOT to Turbo Tax, just to your computer) Schwab gives you the totals for costs/proceeds and dividends. From there, you enter them manually to TT.
March 26, 2022
8:06 PM