shanpin
New Member

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The issue is with PDF document import. It has happened on two different brokerages. Here's the observation.

On brokerage A: One PDF document is imported and it shows up as two separate 1099-B entries. The totals ($ and number of transactions) do not match the one PDF totals. There were 107 total transactions to be imported, which is well below the limit. About 15-20 transactions were not imported, resulting in the incorrect totals.

On brokerage B - I didn't count the number of transactions but they were mismatched resulting in incorrect totals. Fortunately, the brokerage B offered online download, which I used.

 

I'm still needing this PDF document import functionality for brokerage A.

 

If this was because of browser Privacy or LAN settings, I would have expected nothing to be imported at all, not partials.

 

As you can imagine on partials, it's difficult to identify the missing transactions.