I am working on my 2024 return on desktop. Turbo imported 1099-B from Broker 1 all on Schedule D line 1b with detail on Form 8949. Great, as it was easy to check. Info from 1099-B from Broker 2 was split between Schedule D line 1a and line 1b. Broker 2 had multiple sale amounts and prices for stocks bought on same day and sold on same day. Thus while there was 1 buy and 1 sale from my point of view, I have 3 entries included in Schedule D line 1a and 1 entry in Schedule D line 1b. It is very difficult to check my numerous trades when a single buy/sell is split into 4 transactions and some of those transactions are in line 1a and some in line 1b. It would be great if I could get them all reported in 1b with just Form 8949 to check. Is there any way I can do this??? Thanks.
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In the Desktop products, you should be able to view the detail in the FORMS mode.
The individual transactions should be listed on Form 1099-B Worksheets and/or Capital Asset Sales under FORMS in MY RETURN.
You should be able to track how the entries flowed to the IRS form 8949 and then to the IRS Schedule D Capital Gains and Losses.
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