- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
March 14, 2021
1:30 PM
5,198 Views