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Returning Member
posted Feb 12, 2024 9:09:41 AM

Brokerage Statements Read Poorly

I imported my 1099-B from my brokerage (Edward Jones). For capital gains data, I had some 49 transactions, some short-term and some long-term. TurboTax misread the short-term/long-term designation for about half of these! To its credit, it did flag that there was incomplete information. But I had to laboriously edit all of these to correct this. Please fix this.

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