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Investors & landlords
I have 6 brokerage accounts, each with around 600-1000 stock transactions. I imported 4 of them into TT-online (via online sync), and now my online account hangs in the Stocks/1099-B, saying "Hmm, looks like we hit a slight snag in this section".
1) How do i remove some of this imported data, so my online account will lighten up and i can get to this section and enter summary transactions instead?
2) Will TT-Desktop be able to handle the 6 imports and load of these 1000's of transactions? If I will run into the same issue, I don't want to buy TT-Download, as all my prior years returns are online.
3) Can i enter the summary trades from each brokerage account separately, so I'll have 6 entries for Short-term Box A sales etc... (These are reported on my 1099-B, and will be easier than consolidating).
4) I'm using TT-Self-Employed/Home-n-Business. Where is the option to enter summary transactions?
thanks
Kiran