@mazh Yeah, not really having other options I'm not sure what to do at this point.
I thought about adding my transactions to another 1099-B from the same company (Charles Schwab) since at least that way they'd be able to show up with the correct box checked on Form 8949 and it doesn't seem in the final return to care about *which* 1099-B the transactions came from. But after manually entering the transactions to some other form I started noticing some transactions mysteriously disappearing for some reason. Then I'd re-enter them, and now they would appear as multiple duplicates. But then disappear entirely again completely after using the interface a little bit more to add more transactions.
I am a software engineer--I think this version of the software is just really buggy. This seems like programming errors and not something with they system display or things like that.
@mazh I think I found a trick to be able to create a Box A or Box B form without having to Click the "Add More Sales" button. Here's the procedure.
1. You can to create the form by importing a TXF with a dummy transaction in it
- TXF is a special file format that can be used to export 1099B transactions from other financial software to TurboTax
- In this case I hacked a TXF file with just 1 transaction in it which goes to category Box B
- It will be imported through a different menu option: File -> Import -> From TXF Files...
- This will create a Stocks form with 1 dummy transaction in Box B
- From there you can see and edit the new form and add your transactions to it similar to a "Stocks..." form
First - Back up a Copy of your tax file because you don't want to be experimenting on it and possibly break it.
1. Create a text file with the following and save it with the name test.TXF
V042
AQuicken 2011 for Windows R1
D04/08/2023
^
TD
N711
C1
L1
P100 QCOM
D01/02/2011
D01/15/2011
$1700
$2000
$
^
(this text file basically contains 1 Box B transaction in it which will be imported through the Import TXF... option). Make sure it was saved as "test.TXF" with a TXF extension.
2. Go to File->Import->From TXF Files..
3. Select "Choose A TXF File..." and select the TXF file.
4. Select Continue...
5. It will ask "These Documents Are Ready For Import" and it'll have a 1099B with 1 transaction on it.
6. Click "Import Now.." then Select "Done" when it shows you've finished importing your info.
7. Then go back to "Wages & Income", and a new "Untitled" form will be there listed as "Stocks, bonds, etc." and will show "Needs Review"
8. You can click on "Review" and it'll ask you the name of the bank or brokerage. Enter whatever you want to call the form as usual.
9. You can now add 1 sale of your own to that same form (it can even be a temporary dummy sale, this is just to keep the form around now that you've created it). This will keep the form intact once you remove the imported TXF.
10. Go to File->Remove Imported Data->TXF File Name (test.TXF) -> Remove All to remove the test.TXF data.
11. The form should still be there with your 1 dummy transaction in it. You can now add and edit the form as usual.
If you want to create another form, you can repeat the process with the same file (this assumes you already did Go to File->Remove Imported Data->TXF File Name (test.TXF). Another option might be to rename test.TXF to something else and import again if that doesn't work.
It's a little bit complicated but it is a way to bypass the blank screen issue and get your form created.
