GLUA
Level 3

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.