JulieS
Expert Alumni

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:

 

  1. Select Federal from the left side menu.
  2. Select Wages & Income.
  3. Scroll down and look for Investments and Savings, expand the section.
  4. Find Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) and click Start or Revisit to the right. 
  5. Click Edit below the 1099-B you want to review.
  6. Click Edit or the pencil icon to the right of the entry you want to change. 
  7. Make the changes that you need to make.
     
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