Yes, there are certain issues with downloading IRS Form 1099 into Intuit TT Online from multiple other well known financial firms, Morgan Stanley, Schwab, Fidelity, etc., etc., (and I suspect this probelm is present in TT standalone version too). For unknown reason, TT software pros (not the "Tax Experts") have not or will not apparently evaluate this/these problem(s). Experince-based eval suggests:
1. a software bug in the error checking routine(s) that produces the error(s) that must be "fixed."
2. a non-displayable chararacter (not an alpha U/L case, numeric, or control character) is transmitted from the source financial firm that causes TT software to puke.
3. The uploading financial firm use a different basic IRS form format than TT software is expecting, e. g., perhaps something like expected Form 1099 Box 14a is transmitted as Box 14... and TT super critical error checking sees the missing form box "a" identifer as an error... just a guess that suggest TT software error checking is a bit excessive if checks pickup error in a clearly unimportant format form transmission.
Overall, TT software has some fundamental issue(s) in downloading from top financial firms the IRS From 1099 into their software... such that unimportant or non-existent error(s) are detected causing reported error tha t"must be fixed." Failing to correct these issues is enough for me to STOP USING TT in future years.
