Question

How do I check to make sure that my financial data downloaded

Forum|Forum|1 year ago
January 31, 2025
1 reply
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I just downloaded my financials. How do I check to make sure that they actually downloaded before they return is done

Employee

You go back thru the income section, and you "edit" each and every form type from ANY financial provider that you downloaded, to make sure the $$ downloaded are exactly correct, based on the paper form you should already have in your possession.

A few bank 1099-INT downloads are known to be wrong, and some downloaded forms (1099-INT, 1099-DIV, 1099-B, etc) from brokerage accounts also need you to answer certain follow-up questions about information that cannot be imported. Importing the financial forms helps...but does not always entirely finish the info needed.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*