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1099B investment sales download
I have desktop version. On 1099B download. In TT sales information review screen there is a question: "What type of investment did you sell?" The Options include: stock (non-employee) and mutual fund. The Download categorized all sales as "stock", when they are actually mutual funds. I cannot find any guidance in IRS forms or on turbo tax as to if this would cause an issue. Or can I just let it go. There are over 50 individual entries. Or is it best to just delete the download individual entries and re-enter manually in summary from my 1099B?
ā€ˇFebruary 22, 2024
10:42 AM