Investors & landlords


@therosefl wrote:

....This is my hope, as there are over 400 entries to change in TurboTax otherwise.


Yes, @therosefl, you can enter a summary which would save you from having to enter 400 transactions BUT you would still have to value each transaction (or security to be more precise) since the basis for each one must be established.

 

If Fidelity can do this for you (they should if you're a good client), that would simplify this issue greatly.