Skip to main content
Level 2
February 7, 2020
Question

Downloading from an investment acc contg. 2 accs both with 1099 D & B info. Will all info from the 2 accs download into TT premium and how does TT identify the info?

  • February 7, 2020
  • 2 replies
  • 15 views
No text available

2 replies

MarilynG
Level 15
February 7, 2020

Keep a printed copy of your 1099's.  Sometimes the download is imperfect and you need to edit the entries.

 

Click this link for more detailed info on Importing Tax Documents

 

 

 

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
fam20Author
Level 2
February 9, 2020

This didn't answer my Q.  I wanted to know if both the accounts download and if so how does TT identify the downloaded info, e.g. 1099-D, from the 2 accounts.