gksd777
New Member

1099-B PDF upload to TT online version

I uploaded 1099-B PDF in the online version. PDF has multiple pages with 30+ stock transactions. It read the broker name that was listed on the first page of 1099 and grouped all stock transactions on first page under this broker name (Morgan Stanley Capital Management LLC, Morgan Stanley Smith Barney LLC) but for all stock transactions on subsequent pages looks like it just picked up a name on the page header (Morgan Stanley at Work) and grouped those under this different broker name. The payer Tax ID is only listed on the first page.

 

It is not clear what Payer Tax ID it picked up for both of these groupings. There is no way in online version to edit either the broker name or the Tax ID. 

 

I would hate to enter all 30+ transactions by hand. The import from Morgan Stanley at Work is also not working (error says unavailable).

 

How can all this be fixed? How can I edit broker name and Tax ID in online version?