I've had 1099 B's. They were imported from my Wells Fargo brokerage all at once which turned out to be a pain in the neck. When I got to the review phase I had 400 errors ...basically it wanted me to flag each transaction as taxpayer spouse or joint. The good news was 95% of them were my wife's so I defaulted everything to s and then manually flipped about a dozen or so to J. The errors went away.
However I'd like to somehow check that the J entries tie out to my paper copy and I can't find a form in TurboTax anywhere that shows this information. AI has a bunch of suggestions none of which work.
I am wondering if next year I should import one of my Wells Fargo accounts at a time Go in set the ownership then import the next. I know you can just manually key in the totals and send a paper copy however I had to make some calculations for some transactions where date of acquisition wasn't available and cost basis wasn't available etc I had already done that this year and I wasn't on doing all that.
Where can I go to see a summary of my J transactions now ... I can't find them. Finally if you look at the capital asset worksheets there's a nice summary on there no owner appears even though the errors are gone perhaps that's because it's a summary sheet and is a combination of transactions I don't know.
