Need a checkbox to include ALL capital gains/losses. I have hundreds of sales from mutual funds and ETF's and must go through and check each one as to EXCLUDE. Laborious!!! Premier Desktop
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Are you an Iowa resident? How, exactly, did hundreds of sales get transferred from your federal return to your Iowa return?
Texas resident. I have a Schwab ETF "Intelligent Fund" that makes numerous ETF sales /purchases. Each one of these transferred to the Iowa return individually in addition to capital gains/losses from my K-1's. I went to Forms and just marked them all as exclude. Fastest way. I did 14 other state returns primarily for LLC partnerships and didn't have thus happen
another approach :
e-File Federal only. Print a copy for your records.
Then go in and delete the imported transactions.
Review your Iowa state return, the capital gains/losses should be gone.
If not, delete the Iowa return and redo it.
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