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Import feature of 1099 not working, so how do I enter broker 1099 with DIV, MISC, B, INT, and OID properly?
I have LPL Financial and their import feature has been under maintenance for 3 weeks now. I am not waiting any longer and want to enter the 1099 information manually. I am very nervous given some of the complexities in my accounts, where there is a 1099-DIV, 1099-MISC, 1099-B, 1099-INT and 1099-OID information on a single account. Any guidance or nuances from the experts to ensure I enter the proper information fully?
Best practices or special tips are desired as well.
March 23, 2022
8:39 AM