How do i get my cost basises to enter automatically from the TD ameritrade stock sale forms?

[tygritter2]

i seem to be missing a bunch of information from the 1099 forms i uploaded and im not sure how i can sort through the many many pages and correct all of the missing boxes. isnt this supposedly automatic?

[fanfare]

whatever you see, that's how TurboTax imports what TD Ameritrade puts out.

there is no magic option to set it right.

your best course is to use the "summary"  option and enter sales subtotals by category.

You may be making the "mail-in election " depending on the categories and transactions reported.

[Critter-3]

How to enter a summary in lieu of individual transactions

Your brokerage statements should include a summary of your transactions, grouped by sales category, for example "Box A short-term covered" or "Box D long-term covered". You'll enter the summary info instead of each individual transaction.

1. Open your return in TurboTax Online (if it's not already open) and search for stock sales in the upper-right corner.
2. Click or tap the "Jump to" link in the search results.
3. Answer Yes to both Did you sell any investments? and Did you get a 1099-B?
   • If you land on Here's the investment sales info we have so far, select Add More Sales. Then answer Yes to Did you get a 1099-B?
4. On the Choose Your Bank or Brokerage import screen, select I'll type it in myself.
5. Select or enter your brokerage on the next screen and continue.
6. On the following screen (Tell us about...) select the second option, I'll enter a summary.
7. On the same screen, enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Done.
8. Follow the onscreen instructions to enter additional sales or to view a summary.

When you are done entering all your sales transactions, you'll eventually come to the Here's the investment sales info we have so far screen. Here you can edit, delete, or enter more sales.

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