@mesquitebean @larry989
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Yep, it's a multi-year problem with importing 1099-INT forms from ALLY...just as described , only the first page with the two accounts will download. Whether that is TTX's problem or ALLY's problem is up for debate and opinion.
But for my MMarket, and several CD's at ALLY, I just enter the final total as one 1099-INT from ALLY, and I don't do the import at all anymore.
Certainly ALLY wants to provide you info at the end of the year as to how much interest came from each CD...but... There's no particular reason why ALLY should be providing the whole lot as a tax import file in the first place. My opinion is that it is likely a problem at ALLY's end, and that ALLY needs to get a team together and decide how they are going to do it in the future....and fix it. Having so many separate 1099-INT forms is a bit ridiculous, at least for the software's tax import file itself...(again, opinion, and I'm not a programmer either)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
