My brokerage provides tax package with a summary at the top for each account, so I see the 1099-DIV, 1099-MISC, 1099-B, and 1099-INT key info at the top (I'm assuming this is how it's done in general). These are the numbers I refer to in order to complete my taxes, and this has worked fine in previous years. All 3 accounts have 0.00 for boxes 8, 9, 10, 11 as I look at my paperwork. TurboTax, however, has imported information that indicates gains and losses.
I'm not sure whether this means that I can't trust my brokerage, or whether I need to just delete everything that TT has imported and fill it in manually. (If I try to edit, it provides every little detail and I just am not in a position to evaluate all of that, especially as it's likely unnecessary.) Has anyone else run into this?