Jeff1011
New Member

After you file

Thank you, this post was super helpful! 

 

This suggestion might save a little time for people.  Instead of having to manually enter everything, I used the Preview App on my mac to open the Pershing document.  Within Preview, there is an option to "Export to PDF."  Apparently doing the "Export to PDF" option on the original PDF I downloaded from the website rewrites the file headers, because afterwards, I was able to successfully submit my return.  I'm not sure, but I would think PCs would have a similar option somewhere.  

 

Hope this helps.