1099-B and crypto imported, but then asked to complete "To Do List"

[bou10404]

I trade options and also sold some crypto in 2021. In the past, I have had no issue connecting my brokerage account to TurboTax and importing all my transactions, as well as importing my crypto transactions via a 3rd party tool. I did the same this year, and everything seemed fine until I get to the Federal Review. TurboTax brings me to a "To Do List" screen, where it lists 50 items for my to review -- a list of all my options trades and crypto sales.

For the crypto sales, it makes me click into each one and answer "How did you receive this investment?". Don't remember ever having to do this in the past, and it's really tedious.

For the options trades, when I click to review, a couple of things I'm noticing:

1) For "What type of investment did you sell?", it has auto-selected "Stock (non-employee)", instead of Options.

2) Every single option trade has the "I have other boxes on my 1099‑B to enter" box checked. But when I look at my 1099-B, no other boxes have information. So I need to click into every single trade and unselect this. 

I already tried deleting the 1099-B transactions in TurboTax and reimporting transactions from my brokerage. Same issue. Is this a bug? Any way to work around this?

[GeorgeM777]

It is not clear why that happened.  Regarding your number 1 item, does your Investment sales summary, in the description column, identify the trades as option trades, i.e., do you see the term Call or Put, an expiration date, strike price, etc.  If so, at least your Form 8949 Sales and Other Dispositions of Capital Assets will contain the correct characterization for your option trades.

Regarding number 2, we don't know why that occurred given that your 1099-B does not contain information of the type that would trigger TurboTax to check the box in question.  Thus, it appears your only recourse here is to deselect the box as you probably have already done.   

@bou10404