u/Spare-Turn5340

▲ 2 r/tax+1 crossposts

Rounding of numbers in Form 8949 and matching their totals to 1099-B

If we enter individual stock sales in Form 8949, we have to round the proceeds and costs. If we have many items with rounding in 8949, the total proceed/cost will end up being different from the totals reported in 1099-B which was calculated by the brokerage without any rounding of individual sales. If you ran into this situation, how did you reconcile the difference in totals between the two forms? Thanks.

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u/Spare-Turn5340 — 22 hours ago

Ways to enter stock trades from 1099-B in HRBlock

What method do you use to import your stock sales from 1099-B in HRBlock (desktop version) if you have many such transactions? I haven't been able to find any way other than entering it manually or giving them brokerage credentials which I don't want to do. They should be able to import from a .csv or 1099-B directly like they do for W2. Thanks.

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u/Spare-Turn5340 — 5 days ago