Download from Financial Institution

[kohut007]

Tried to download Form 1099-B, the Interest and Dividends download but not the Gain/Loss transactions.  Has anybody else have this happen, solution?

[DianeW777]

A solution can be to enter summary transactions if you have many 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 can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any.

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