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r/tax • … • u/CRYPTIC_SUNSET

FreeTaxUSA asking for a Summary Statement after I already uploaded my brokerage 1099-B. Am I doing this right?

My first year using FreeTaxUSA instead of HR, and this one screen seems a bit odd. I uploaded a PDF of my 1099-B from Fidelity to report stock sales, the software read it correctly, but now it's asking for a Summary Statement which it should already have from the uploaded 1099-B. Do I just upload it again on this screen (once because it includes both long term and short term sales) click yes and I'm all good?

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