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firstknight82
New Member

I have 1099-b from a different brokerage house how do I change to a different brokerage house

 
1 Reply
rjs
Level 15
Level 15

I have 1099-b from a different brokerage house how do I change to a different brokerage house

After you finish entering the sales for the first brokerage, continue through the questions in sequence. You will get a screen that says "Do you have another sale to enter from your {First Broker} 1099-B?" Select No and click Continue. The next two screens will summarize the sales for the first brokerage. Click Done on both screens. The next screen will ask "Do you have other investment sales from another bank or brokerage?" Click Yes. It will then start the series of questions over again for the second brokerage.

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