Question

I imported my 1099 from TD Ameritrade. The amounts on the boxes on Turbotax are slightly lower for each section (proceeds from sales adjustment etc). Please help

Forum|Forum|5 years ago
March 12, 2021
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TurboTax Premier Online

how much is slightly lower and where are you looking? the schedule D rounds automatically. the 1099-B wks which contains the actual import should have exactly the same numbers TD transmitted. rounding to whole dollars - not a problem - the IRS allows this. if it's more than rounding then the issue is at the TD end. you can try deleting the import and reimporting. if that does not work you'll have to contact TD