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Level 2
Jan 31, 2025 4:54 PM UTC
Solved

brokerage importing

I need to get as much of TT return done as possible before surgery. If I import figures from Edward Jones accounts now, the only ones ready are 1099R. I assume the 1099R will import. Will I be able to import the 1099I later when they are ready? Or should I just wait to import from Edward Jones when all figures are ready? 

    Mike9241
    Mike9241Answer
    Level 15
    Jan 31, 2025 5:14 PM UTC

    only EJ can answer your question. 

    some brokers do allow the import of a specific tax document and later you can come back to import a different one.

     

    Mike9241

    2 replies

    Mike9241
    Level 15
    Mike9241Level 15Answer
    Level 15
    Jan 31, 2025 5:14 PM UTC

    only EJ can answer your question. 

    some brokers do allow the import of a specific tax document and later you can come back to import a different one.

     

    Mike9241
    dgaemaAuthor
    Level 2
    Feb 1, 2025 1:18 AM UTC

    Thank you.