Can you please assist with 1099 B stock sales detailing 48 entries that I imported from JP Morgan that TT is recommending I delete and use Summary level?

The JP Morgan import also includes 1099 Interest, Dividend 1099 R in addition to 1099 B. How do I selectively delete the 1099 B section only without having to manually renter all 1099's?

543

Level 15

Mar 4, 2024 4:34:12 PM

If your transaction details are already present, correct and complete, there's no reason to not file that way.

Form 8949 will be attached to your tax return.

@Chuck48

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Can you please assist with 1099 B stock sales detailing 48 entries that I imported from JP Morgan that TT is recommending I delete and use Summary level?