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Investors & landlords
Same issue here - i'm assuming this is an Etrade or TT issue - hoping someone can help
i had limited trades - the 1099 looks fine on paper but the import shows N for all trades. I bet this has to do with the conversion to Morgan Stanley somehow. I was able to enter 0 for the adjustment to clear the error although it still shows N on the form with a 0 by it - honestly i forget if i did this during smart review or looking at the form and clicking on the sheets with the exclamation mark. I'm hoping they correct the issue so i can simply upload it clean again
‎February 18, 2024
6:32 AM