JMM5
Level 2

Investors & landlords

1 for 3.

 

Updates to the 3 problems I reported with the post-MS 1099's when handling with the PC Desktop version.

1) Missing Treasury Bill Interest;   although I can see the updated 1099-INT (Corrected) when manually downloading,, and it includes this Line3 entry, importing does not seem to retrieve the copy that includes this.   

2)  "N" on 1099B entries:  This seems fixed for me after updating the desktop version and reimporting.  Has been working for some time on the online version.   Checkmark.

3) "Missing" cost basis for all 1099B entries that have $0.00 basis.   This is also not fixed on import - TT forced me to visit every entry and manually add the $0.00 basis, then confirm that I really want to do that;  printed 1099B shows $0.00 basis.   Other brokers and pre-MS 1099B from E*Trade all handle this properly.