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Investors & landlords
Yep...you did a #1, imported directly from the broker site...so that's OK.
So it sounds like a formatting issue for the file you imported. Whether that's at the Broker's end, or TTX's end would just result in a lot of finger-pointing as to exactly who is at fault...but I suspect the Broker's formatting of the file is 'off".
Yeah, there's been a lot of problems this year, but multi-Millions of folks had no import issues at all (including mine from Fidelity, all came in perfectly).....
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(And I corrected my sentence with the extra "from" )
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 18, 2023
7:51 AM