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fhfounrbiuygvki1
Returning Member

TT online: Asking to manually review ~400 stock Options transactions!!!

For users with stock Options/Futures income:
TT queried my 1099 form from my broker (Fidelity) but, on the final review page, it wants me to individually go to each of my ~400 options transactions and click 'None of the Above' (attached photo). This has happened to me last year too, but had fewer transactions then.
Does anyone have similar experience, and how do you get past this tedious manual labor??!!
 
 
Screen Shot 2022-03-12 at 4.15.07 PM.pngScreen Shot 2022-03-12 at 4.15.34 PM.png
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HelenC12
Expert Alumni

TT online: Asking to manually review ~400 stock Options transactions!!!

You could do a summary in lieu of individual transactions. You can enter a summary for each category in TurboTax, E-file your return and three days after the IRS has accepted your return, mail in the detail of your 1099 forms, along with form 8453

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