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Investors & landlords
I believe the problem is only with the CD or Download version. I think it has to do with having a 1099B.
I was able to import my 1099R a few weeks ago without a problem. Now that there are 1099B accounts, it won't import.
An agent helped me import to the online version and then download to my PC.
March 9, 2023
8:47 AM