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Redfish11
Level 1
April 8, 2026

Investment Institution Duplication

  • April 8, 2026
  • 1 reply
  • 0 views

Why does Desktop 2025 duplicate the investment institution that was brought from last year's taxes when I download the information from that institution?  If I download the 1099 from Broker A, a new line item appears for Broker A that invites me to download information as if it is a different account at the same institution.

    1 reply

    R
    RobertB4444
    Level 15
    April 13, 2026

    There is a lot of data that some of the investment brokers provide and in some cases it is just different enough that the system doesn't recognize that it's the same institution.  It doesn't happen with every broker - only some of them.  

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