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The auto download of 1099B in 2024 turbo tax desktop for the Mac makes it difficult to review stock sales.
After auto downloading my 1099B from Vanguard and UBS I was left with a screen with the list of Stock sales with a status of NEEDS REVIEW and no obvious way to do it. Selecting one sale entry and hitting the bulk edit button gives you a screen where you can manually enter some of the data again but since they don't pre-populate the auto downloaded data it's really not helpful. Even if I do enter it manually it still shows needs review. I ended up deleting the auto downloaded data and entering it manually. This is a change from last year and makes turbotax less attractive for those with many stock sales. Is there another approach to this that turbotax does not make obvious?
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‎February 22, 2025
6:47 AM