Update: I think I'm making this way too complicated.
After carefully adding up all the gains in my 1009-B statement, it appears that the $169 was not included in the Total Proceeds Gains amount. So, when I add in this separate proceed for "Undetermined Term Transactions for Non-covered Tax Lots" (phew) it increased the Total Gain in Turbotax by that amount. I guess that makes sense?
Thanks David,
but that's not helping me. I've tried to enter these proceeds 6 different times with the same results. I don't think doing it a 7th time will help. lol
TurboTax treats this as a stock sale every time I try to enter this.
The only way I have been able to make the TurboTax Total Gain or Loss to equal my Brokerage 1099B Statement Net Gain Total is by entering:
Box 1d - Proceeds as $169 and
Box 1e - Cost or Basis also as $169
At this point I have given up. If anyone has any other ideas I would greatly appreciate it.
Also: If I just delete this entry in my downloaded list of transactions from my broker the Total Gain in Turbotax matches my 1099-B. I may just go that route! The IRS can come get me if they don't like it, I guess.
