@Don-TT @DawnC @JamesG1 Be very careful. As of today, TT Desktop Premier has a serious bug related to data imports. Say you already have two 1099s in your data file. Call them 1099A and 1099B. You already made some changes to 1099A - for example updated a stock's tax basis. Now your financial institution revises 1099B and you go to import ONLY the revised 1099B again.
As of today TT does not allow you to do this. It will either DELETE the existing 1099A and the existing 1099B, or not import anything.
Lots of discussion in other forums, many people up in arms about this behavior and no fix from TT yet. Several suggestions from TT 'experts' are well intentioned but none of them are relevant or applicable. As of today, the only way is to MANUALLY update the revised 1099B and NOT USE the TT data import a second time.
