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murrin2017-
New Member

The Information from the 1099-B needs to come from the LPL Financial Group?

 
2 Replies
MarilynG1
Expert Alumni

The Information from the 1099-B needs to come from the LPL Financial Group?

Click this link for instructions on How to Import a 1099. 

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PJtheADCRG
New Member

The Information from the 1099-B needs to come from the LPL Financial Group?

I imported the LPL Tax Information data.  The printed LPL form says that for 1099-B, LPL reports basis, not gain or loss to the IRS.  How do I get the short term and long term capital gains data into the return?

The TurboTax return seems to skip producing Form 8949 and instead reports the data directly to Sched D.  However, the reported data does not appear to include 1099-B trades.

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