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Investors & landlords
I know this is not the solution you would prefer but one workaround method that will enable you to complete your return would be to request, if you do not already have one, Form 8949 from the issuing agency. Delete any imported transactions that may have occurred, and enter the totals as a single transaction as shown on the 8949. Follow the 1099-B for the separate types of sales, such as long-term, short-term, etc., down separately but with totals for each. If this is the case you will have to enter each "group", such as short-term covered, long-term covered, as separate transactions. .
You may want to attach a pdf copy of the 8949 to your return for verification purposes.
The IRS is concerned that you are properly reporting your total capital transactions with their associated cost basis and while individual transactions are important, the totals are the most important.
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