I decided to stop trying to make my return perfect and just filed it with the imported data as is. Not worth the time to polish Schedule D until it was shiny.   Fed & CA accepted it, so far so good. ... View more

I did some more digging. It turns out I can get the proceeds and cost to move from Schedule D Line 1a to the correct Line 1b if I create a TurboTax Capital Gain Wks for each lot sold, carefully wading through the Form 1099-B Wks to find the errant lots.   I was able to do this for my short-term gains because there are only 3 lots. To do it for my long-term gains would mean creating over 100 Capital Gain Wks. I'm not going to take the time to do that because I don't believe it will affect my bottom line. It's a very slow click-and-type intensive process.   All the totals which ended up on the wrong Schedule D lines came from Morgan Stanley Wealth Management, which identifies in TT as MORGAN STANLEY DOMESTIC. I must emphasize that all the info in their 1099-B Wks is 100% correct. So I don't know who to blame. Morgan Stanley or TT? All my Fidelity sales landed on the correct lines of Schedule D, but there were far fewer of them.   Does anyone else use Morgan Stanley and see numbers on Schedule D lines 1a and 8a which don't belong there? ... View more

I have invested for years in the ETF ICLN. It has been going sideways; I consider it a long-term play. I only hope that Earth will have a long term.   I've recently added QCLN to my portfolio. This is speculative. I expect it to remain in the toilet until the current US Executive Branch is replaced, then I expect it to climb. If Democrats gain the Senate as well, I expect QCLN to soar.   I may continue the "CLN" theme with the new ETF ECLN.   The money I have invested in these ETFs is all money I can afford to lose. ... View more

The issue occurs when I import from Morgan Stanley and is repeatable . My other brokerage, Fidelity, imports correctly. So I’m guessing this is MS’s fault, not TT’s.   I’m going to have to manually crunch the numbers to determine whether the issue affects the totals. Fun!   I have dozens of lots sold, less than 100. So I don’t think it’s a capacity limit. I think MS is failing to report correctly. I’ve been invested there for years and never encountered this before. ... View more

I should mention that Schedule D lines 1b, 8b, and 9 are also populated, as they should be. Seems like it should be "either/or", either a summary or a full list.   Also, I cannot override or otherwise alter lines 1a and 8a, so I think something is amiss.   I think my next step is to un-import the 1099-B data and see if all those lines empty out, then re-import the data. Unless someone has a better idea? He asked hopefully? ... View more

@alnelson1 wrote: Not here. On social media where the political discussions happen. People posting with 'works at Intuit' after their name. Can you provide a link so we can see what you're talking about? ... View more

Thanks for the reply. I just scrolled through all my 1099-B worksheets and line 18a is blank in all of them. So TT doesn't seem to think I'm summarizing.   I do have many 8949 entries because my brokerages report each lot sold individually. Is anyone aware of a bug that manifests when there's a large number of sold lots? ... View more

The right thing is to phone your accountant for the password. Why try to crack the password when the accountant is working for you? ... View more