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Transferring Etrade 1099-B information into Turbo-Tax

When I securely transfer my 1099-B from Etrade to turbotax, only the first sale of each security is uploaded. For example I have 5 AMD stock record under short-term, it only transferred one. This year I have many stock transactions, but only 1/3 of them got in. 

 

2nd, Some of these stocks were from ESPP or RSU,  for these items transferred from etrade, even after I manually add information to reflect the ESPP/RSU status, the cost basis doesn't update. 

 

3rd, I have option trades this year, some of the proceeds are negative number, e.g.  "buy to close" or "roll over", but it doesn't allow me to input a negative number there. 

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1 Reply
KatrinaLO
Intuit Alumni

Transferring Etrade 1099-B information into Turbo-Tax

If you are having issues and need assistance, please contact customer support. Please see the Customer Support phone number hereIf you would like to reach out through our website, please see the TurboTax FAQ below for contact information: https://support.turbotax.intuit.com/contact/

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