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Lonestar
April 4, 2025
Question

Stock Transactions Import Slight Dilemma

  • April 4, 2025
  • 1 reply
  • 0 views

TT says I need to send form 8453, I’m sure for one 1099-B that I don’t think was imported. When I manually entered it, I chose just to enter totals for ST and LT capital gains/losses, because there were way too many to enter individually. I get that part.
Further, I want to try to import again for that account so I don't have to mail the 1099-B, but I’m afraid it might mess up previous imports of other accounts from the same Broker.  Keep reading to see why.

Further… Could it be that I overlooked the first stock import from this account in the list of 1099s prior to entering it manually and maybe it removed the import, (if it did import it) as it may have seen duplicate info? Or would it just duplicate that form if both imported AND entered manually?
Do you think I should try to import again, but be sure to CHECK all the accounts from the Broker so it doesn’t delete any already imported, as it did once before when I unchecked two that I had previously imported? 😕😕

    1 reply

    Lonestar
    LonestarAuthor
    April 5, 2025

    OKAY I fixed it. I realized I could Save As the file and see what the import did and it DID import the full 1099-B with all the stock transactions... Then I just had to delete the one manual form I created...