Bug in Review Edit/Delete function for Investment Sales (1099-B)

[AuntyI]

token 1249824

I found a bug in the 2023 TT processing of bulk-imported data.
The review/edit/delete function presents the data in blocks instead of all at once as in previous versions.
I had 432 transactions, with 5 blocks, with 100 in each except last block with 32.
If an entire block in the middle is deleted, the data below propagates upward,
but the last block is not deleted.
So in my case I had 3 blocks of 100, and 2 blocks of 32; the last 2 were identical.
"Delete" can be selected for the last block, but it doesn't actually delete.
Continue deleting blocks and you end up with the original number of blocks,
all duplicates of the original end block, and they cannot be deleted.
I did not try adding or deleting entries inside the blocks, but those actions should also be thoroughly tested.

[JotikaT2]

There are a few options you can try to help you resolve the errors and proceed with your return but it will depend upon how the information was imported as well as the information available to you on your reports.

Based upon what you are describing, it might make sense to enter the overall summary totals as described in this link.

If you decide that might be a better option, you can follow the steps here to delete the originally imported information.

Finally, you can also try to reimport the 1099-B information if that applies to your situation using these steps.

If none of these items address your question, it may be better to contact us using the steps in this link so an agent can review your return with you and provide steps to resolve the issue.