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Investors & landlords
Folks something is definitely different for the better following the Friday update--at least for the CD version. Yes, as @RDavis2528 and @JoshB1 note, the GL Notes are gone -- I can confirm the pruning is done without having to reimport 1099-Bs. What a pain they were.
And as @sfamsieg and @JoshB1 note, rounding is definitely improved. I believe we may not need to reimport 1099Bs. I say this because I reimported only one of three 1099Bs (all previously with 8949 mismatches vs. reported) yet all three now match the reported values. Not definitive... mileage may vary.
One caveat to my enthusiasm -- I had no wash sales to contend with, so I can't say if that aspect has improved for those of you struggling with them.
March 27, 2021
12:59 PM