After my previous post, I was connected to the TurboTax Resolutions Desk, and spoke with a Rep there who spent a great deal of time with me, reviewing the Capital Gain (Loss) Adjustments Worksheets that were added to my Tax Return. I pointed out to him, that several fields in the worksheets were blank after the import, and generated errors (Cost Basis; Acquisition Date, etc). In reviewing the actual 1099, we confirmed that TurboTax failed to populate these fields, and the Error Check highlights the forms that needed attention...
The Rep pushed the issue up to the next level, and told me to check again after the scheduled March 25 update.
We also discussed the alternative of deleting these forms (way too many; easier to just start a new Return), and manually populating 1099 Summaries. HOWEVER, this requires mailing in documentation to the IRS, so eFiling is not possible.
My plan is to wait until the March 25 update, and see if anything has improved. If not, I will call again, and reiterate that with these errors, Turbo Tax filers will be unable to eFile.
Stay tuned...
