JamesG1
Expert Alumni

Get your taxes done using TurboTax

I imported multiple IRS form 1099-DIV entries and an IRS form 1099-B.  They did not overwrite each other.

 

I am using TurboTax Premium Online.  The financial institution is not Schwab.

 

I am able to change the name of some of the investments.  I am unable to rename the IRS form 1099-B transactions.

 

I have only one IRS form 1099-B to report and am not able to test multiple IRS form 1099-B entries.

 

 

 

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