Retirement tax questions

You have 100 plus stocks to edit.

 

Please be receptive to the fact that it is your account and your stocks.

Blaming the brokerage OR sending crappy and useless documents which are 

totally useless for IRS.

Please do not be upset with your broker or on you and do a sloppy job of just muddle up an easy fix 

of going over your trades to show the long term/short term Profits/Losses properly.

Please note that your return should not be incomplete or sent with errors to avoid any future questions from IRS. I am only putting  my 2 cents so that you can sleep well and have no trouble in future.

You can go over the left top tab in the Turbotax , select View tab and then Forms. This will put you to the working copies of 1099B and 8949 where you can fix the forms as required. Please do not take short cuts.

Your honesty will pay you in the long run although it is difficult now.

I have done it for over 300 trades in some of my accounts --only because it is my responsibility for properly

accounting and provide documents that are as clear as mud to you and the IRS.

Hope this helps

Kind regards