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Investors & landlords
I'll provide some additional information:
I am using the desktop version of TT Premier downloaded.
With the update of 3/25: a) between Schedule D and my 1099-B sales proceeds are within $2; b) between Schedule D and my 1099-B cost basis is within $2; c) between Schedule D and my 1099-B the wash sales (I have around 50) agree to the dollar (rounded); and, d) the 1,100+ pages of G/L adjustment worksheets are gone.
Yes, the entries on Form 8949 are still rounded but the total shown on Schedule D is within $2 and I can live with that. I had over 900 transactions reported on my 1099-B so to round on Form 8949 and then be off only $2 on Schedule D I'm happy.
March 27, 2021
2:23 PM