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Retirement tax questions
I tried what you mention and I did not have a problem entering a new Form 1099-B. When I clicked on Add Form, a new 1099-B worksheet appeared. Can you clarify what happens when you click on Add Form? You may need to clear the cache in your computer as it may not be processing properly. Also, make sure you have done the updates (Online menu then Check for Updates.)
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‎February 19, 2025
1:02 PM