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Investors & landlords
@PAGB @LinaJ2020
Hopefully the expert can give you the official answer but:
The 1099-B I uploaded was around 220 pages as I recall, and that uploaded fine.
I do not see an ability to upload multiple PDFs, which sucks if you have multiple brokerages and 1099-Bs. In that case, I would recommend using a tool to combine multiple PDFs into 1 file.
Hope this helps!
May 3, 2021
1:48 PM