I am able to import INT and DIV files from Schwab but unable to import 1099-B file.
I called Schwab just now and was told to reach out to TT.
I was able to import a 1099-B from another brokerage firm.
Do I have to enter the information manually or is there something I need to do to get the file to Import?
Thank you in advance.
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As an active investor, be aware that your category Box A or Box D sales without adjustments do not require Form 8949, so there is no reason to import or key in those transactions.
Instead use the "enter a summary" option to put your numbers on Schedule D Line 1a or Line 8a.
Category A and D are the covered transactions.
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