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June 1, 2019
Question

Can I verify that TT has imported the latest corrected versions of my 1099-B brokerage statements ?

  • June 1, 2019
  • 1 reply
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1 reply

June 1, 2019

I always get a paper copy of my 1099's and after I let TT import the data, I simply spot check the TT forms against the 1099 for accuracy.  Beware of "corrected" 1099's,  I get those often and then you must delete the forms TT made with the downloaded data and ask it to gp get the data once again.