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Retirement tax questions
No, rounding is required by the IRS and can't "turned off". In most cases your totals will be the same or within a few dollars of what your 1099-B summary says.
Even if you import your sales, you can review them and change the totals just a bit to match your 1099-B exactly.
To review your sales:
- Select Federal from the left side menu.
- Select Wages & Income.
- Scroll down and look for Investments and Savings, expand the section.
- Find Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) and click Start or Revisit to the right.
- Click Edit below the 1099-B you want to review.
- Click Edit or the pencil icon to the right of the entry you want to change.
- Make the changes that you need to make.
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‎February 27, 2023
3:31 PM