puls
Level 1

Retirement tax questions

I have 750+ transactions from WeBull / APex Clearning in 1099-B, 500+ from Personal Capital / Pershing and have the same issue.  Its painful to go through each one to select sale category - Box A or Box D. Most are Box A, but they should allow bulk update. And its so slow after such heavy import. 

 

Come on TURBOTAX - FIX YOUR PRODUCT. At this rate, I will have to finally give up on Turbotax and try some other product or a proper CPA. 

 

I have found a work around to go in the forms view and do it a bit faster , but its still one by one.