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1099-B Worksheet import
When I imported data from my financial institution most all of the data was received correctly. The problem that I found was the 1099-B data was not ready yet and was not imported. A week later I checked with the institution and found that the 1099-b was ready to download. I then again imported from that institution. Now I have two 1099-b worksheets, one with the correct information and one that is blank. All of the other imported data looks correct. How can I fix this?
March 6, 2021
2:48 PM