Deductions & credits

Hello Andersen,

 

I am having the same problem that you are having. It looks like your1099-DIV came from Morgan Stanley. I say this because your Payer's TIN and Address match the Payer TIN and address on my 1099-DIV.

 

Am I correct? If so, I think that the problem is either in the files that we downloaded from Morgan Stanley or in the way that TT is interpreting the information on those files. So I don't think that deleting the 1099-DIV and re-downloading the data from Morgan Stanley will be useful.

 

But there are a few other details about this issue that I can't explain:

 - the 1099-DIV that we downloaded for my wife's Morgan Stanley account does not have that problem

 - the 1099-INT forms that we downloaded from MS for each of our accounts do not have the issue

 - the 1099-DIV for our joint account at Morgan Stanley also had the error. It's as if MS has some wrong

    information about me.

 

None of the above facts will help us resolve this.

 - if the MS downloaded data is bad, it won't help to delete the form and re-download it

 - I am not going to delete the 1099-DIV and manually re-enter the data. I have four pages of dividend data

 - We could try to bother MS and have them correct the download files

 - We should apply pressure to TT to change the program to:

        -to correct TT if it is misinterpreting the data

        - give us the ability to over-ride bad downloaded data

 

Kind Regards

Brian

 

Please let me know if you've made any progress with this.