I have a mix of RSU and ESPP sales from my job.
When I go to import through etrade in to turbotax the import goes through but when I go in to verify everything there is a lot of duplicated data.
The amount of entries appears correct but instead of having, for instance, 2 ESPP sales and 12 RSU sales. It's showing 24 ESPP sales all with the exact same data (date, price, cost basis, etc.). Something in the import process isn't working correctly.
Anyone else experiencing this or suggestions? Like to avoid going and adding each entry one-by-one.
You may want to delete the imported information and enter it in manually.
To update or delete the information you imported in TurboTax Online:
Open or continue your return.
From the left menu, select Federal and then select Income & Expenses.
Proceed to the Your Income and Expenses screen.
Select the Edit button next to the item you would like to update or delete.
In the TurboTax CD/Download software, you can delete imported items as follows:
Open your return.
From the TurboTax File menu, select Remove Imported Data.
Select the item(s) you want to remove and follow the instructions.
Caution! Changing the information you imported can be problematic. For example, if you're audited you'd have to explain why the numbers on your return differ from the original data source. If you must update or delete items, be sure to keep detailed notes with your tax records.