Bought Turbotax CD premier - can not import from Robinhood

[seccam]

Trying to prepare for 2022 tax using windows CD version on desktop 

It installed correctly and adding correct RH account no. and document ID no.

I tried doc id no. in smaller (not capital letters) but it does not work either

Without import function this is very difficult and lengthy

so what is the solution?

I tried to both div/int section as well as capital gains(stocks/bonds etc) but failed at both sections.

[Anonymous_]

How do I contact TurboTax? (intuit.com)

[seccam]

So only option is to call Turbotax via phone?

No one can solve the issue on this forum?

I hate long wait on phone and verification etc

[Anonymous_]

If you haven't received an answer by this time, you'll need to contact Support.

[seccam]

It is a long hold.

[Anonymous_]

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@seccam wrote:

It is a long hold.

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Yeah, understood. Regardless, it's either try to get an answer here or deal with the long hold. There are really no other options, unfortunately.

[taxlady28]

You may be able to just input a summary and avoid the import completely.

[NCperson]

@seccam - I agree with @taxlady28  - there is no requirement to data entry each and every trade..... just enter the summaries for each section of the 1099-B.  Should take 5 minutes!

Don't overlook 1099-DIV and 1099-INT which are often part of the reporting package. 

[Anonymous_]

The summary method works just fine, provided you don't mind mailing Form 8453 and the supporting doc.

[NCperson]

Conditions when Form 8453 is required.  The IRS gets a copy from the FI so it isn't alway necessary. 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-b/need-include-1099-b-return/L...

[seccam]

Thanks you said summary method works fine.

But in case Short term reported i.e. BOX A and long term reported BOX D  and I enter summary - do I still need to mail 8453?

For BOX C - short term not reported - I have only 2 transactions so instead of summary - I can enter those transactions details.

So if I do all of the above - do I still need to mail ?

I am trying to avoid mailing.

[seccam]

Thanks that is what I am trying to confirm...

Link you provided says - 

The IRS will require a copy of your form 1099-B if you’re reporting your transactions by sales section totals instead of reporting each one separately, and one of the following is true:

• You made adjustments to your investment income
• Your cost basis isn’t reported to the IRS

So in my case I have  consolidated 1099-B from Robinhood

I have 3 sections

*SHORT TERM TRANSACTIONS FOR COVERED TAX LOTS

*LONG TERM TRANSACTIONS FOR COVERED TAX LOTS

*SHORT TERM TRANSACTIONS [Ordinary gains or losses are identified in the Additional information column]
Report on Form 8949, Part I, with Box C checked.

For the 3rd section short term box C - i.e not reported to IRS Short term ------I have only 2 different stocks and only one trade for each so if I enter this details instead summary and first 2 (BOX A and BOX D) as summary will that avoid me mailing to IRS?