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You shouldn't need to do that because the Box Category controls.
Do you have a column for Box Category?
I don't. Here is what I currently have.
| Asset Amount | Asset Name | Received Date | Date Sold | Proceeds (USD) | Cost Basis (USD) | Gain (USD) | Type |
what is Type and give an example of data in that column if any
Type is showing Short Term.
can't help you any further.
TurboTax should not be asking that question.
Complain to TurboTax Support.
OR use better tax prep software,
Wait. You said something about a column for Box Category. What is that? Could I add it to my CSV myself?
There are six Box Categories and you have to mark one of those for each Transaction.
The thing is, I don't know if there is such a column header in TurboTax, but CSV import is not complete without that.
That could be why it is asking followup questions, that should not be necessary.
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