I successfully imported 1099-B info from Pershing but somehow the "Sale Category" didn't come in - and now it's asking me to go into each of 500+ trades and update it based on the PDF copy of the 1099-B.
That said, the system seems to know what the Sale Category is - since it's properly tagged in the Forms | Capital Gain/Loss Adjustment Worksheet that TTax created for each trade (even before I manually correct it).
Anyone been successful in getting this data to import? Or is there an API/etc. to fix this? The sheet view in on the 1099-B worksheet is not usable.
