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.txf file entries with washsale info get imported, but show 'sale category' = blank in turbotax, requiring manual updating #5

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rajiva1 opened this issue Apr 18, 2021 · 0 comments

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@rajiva1
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rajiva1 commented Apr 18, 2021

This is a worthwhile program. Thanks for creating and maintaining it. I wanted to share an issue I have run into.

One of the entries in the .txf file has the washsale info with the taxref code N682 (per example 2C [1]), however, turbotax premier does not populate the 'sale category' (with 'box A') at all.

Example 2C: Schedule D, Capital Gain or Loss - Wash Sales - Form 8949 Copy A
^ TD N682 C1 L1 P50 QCOM D01/02/2011 D01/15/2011 $1500 $1300 ^

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If I set the taxref code to N321 for this particular entry, per example 2D [1], then turbotax shows everything good and requires no manual update. Form 8949 shows up fine too.

Example 2D: Short term sale with a disallowed wash amount, use Format 5: (goes to Copy A Form 8949)
^ TD N321 C1 L1 P50 QCOM D01/02/2011 D01/15/2011 $1500 $1300 $200 ^

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[1] https://github.com/simonmichael/hledger/blob/master/examples/TXF-spec-v042.org

Thoughts? It seems reasonable that we should be using example 2D. Or is turbotax software supposed to be taking the code N682 to mean "box A" checked in sales category ?

@rajiva1 rajiva1 changed the title TT Premier gives an error while importing .txf file not having washsale info in the entries, needing manual updating them in turbotax Apr 18, 2021
@rajiva1 rajiva1 changed the title .txf file not having washsale info in the entries, needing manual updating them in turbotax .txf file entries with washsale info get imported, but show 'sale category' = blank in turbotax, requiring manual updating Apr 18, 2021
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