MarilynG1
Expert Alumni

Retirement tax questions

@jaylew5025  If you imported the 1099-B, delete it and re-enter it manually, and do the rounding in your entries.

 

Click this link for info on How to Delete Imported Transactions.

 

You can enter a Summary in lieu of individual transactions if you have a large amount of transactions. 

 

Click this link for for info on How to Enter a Wash Sale

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