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After you file
If you could clarify of details what you're trying to do, we can try to help.
If you're trying to import 1099's, download a PDF copy from your bank to your computer. There may be a Document ID on this form, which your bank wants you to enter for importing.
If the item is for Interest or Dividends, it's easier to enter it manually. All you need is the bank name and amount.
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March 1, 2025
11:04 AM