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Can you please assist with 1099 B stock sales detailing 48 entries that I imported from JP Morgan that TT is recommending I delete and use Summary level?
The JP Morgan import also includes 1099 Interest, Dividend 1099 R in addition to 1099 B. How do I selectively delete the 1099 B section only without having to manually renter all 1099's?
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March 4, 2024
4:15 PM