Top 10 Broker Import Issues
Do you recognize any of these broker import issues ?
01 - Broker is not on import list.
02 - Sales proceeds data is missing.
03 - Cost basis data is missing.
04 - Options trades are not imported.
05 - Random trade data is wrong.
06 - Data is wrong because of wash sales.
07 - Data is wrong because of short sales.
08 - Data imports to wrong Form 8949.
09 - Imported data and 1099b do not agree.
10 - Infinite loop... broker and tax preparation software company each fault the other !!