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New Member
posted Mar 16, 2025 9:30:31 AM

I imported investment income transactions. The imported numbers agree with my statements, however, Schedule D numbers are off. Why?

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1 Replies
Expert Alumni
Mar 23, 2025 11:55:48 AM

Check your Form 8949 to see that it agrees with your imported transactions.  Info transfers to Schedule D from this form.

 

Here's more info on Form 8949 and How to Enter a Summary in Lieu of Individual Transactions

 

@DLD2