topic TurboTax removed the ability to see an aggregated short term vs long term (covered vs. non-covered) capital gains per 1099B? OSX Desktop app in Investors & landlords

TurboTax removed the ability to see an aggregated short term vs long term (covered vs. non-covered) capital gains per 1099B? OSX Desktop app

JoshB1 — Wed, 26 Feb 2025 15:21:29 GMT

Why would they do this? It makes no sense to not provide this information so you can double-check the math being done

I have 390+ transactions and 4 pages of transactions in a seemingly random order ... I get a "total gain" which isn't matching brokerage 1099B or YTD statements due to ESSP and its impossible to know (without reviewing all 390+ line items) where the discrepancy is

What a joke...

Re: TurboTax removed the ability to see an aggregated short term vs long term (covered vs. non-covered) capital gains per 1099B? OSX Desktop app

fanfare — Mon, 17 Mar 2025 01:54:13 GMT

you have to enter one financial insitution at a time and then review the subtotals.

if you have TurboTax desktop you can creat a file for each institution.

Use a different box category for each insitution.

after verifying subtotals, revert to the proper box category for your entries.

@JoshB1

Re: TurboTax removed the ability to see an aggregated short term vs long term (covered vs. non-covered) capital gains per 1099B? OSX Desktop app

fanfare — Mon, 17 Mar 2025 02:20:12 GMT

your transactions should be sorted by date.