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Retirement tax questions
In the past, when importing the 1099-B was not available for my broker, I combined the same transactions (purchase/sale date/price) into one transaction and entered it manually. Some time I had to break one transaction into a few to match the lot. At the end, the final numbers matched with the report.
I didn't have any issue (more/less transactions) with it for many years until importing was available.
I am thankful for TT had made my life easier.
March 14, 2021
9:39 AM