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Level 3
posted Mar 9, 2025 9:34:05 AM

1099 B "description of property" cell accuracy - form 8949

Hello- I had a basic 1099 B upload question re: accuracy of uploaded data please:

 

I uploaded a 1099 B - and the "description of property" got truncated for one line item - all the others are fine  Instead of saying the usual "X shares of S&P ETF___", the upload shows "P 500 ETF" in the description on the 12a form 8949 detail attachment form

 

Do I leave it alone as it was uploaded? or do I go in and edit it to say x shares of EFT? 

Not sure if it matters but my inclination is to leave it alone so that it syncs with the source document

 

thanks for any help and double checking me !

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1 Best answer
Level 15
Mar 9, 2025 9:54:13 AM

Upload of 1099-B is subject to glitches.

You can make the correction if you are fastidious about such things.

It's more important to double check  and confirm all Subtotals by category on Schedule D.

 

@DXY2021 

1 Replies
Level 15
Mar 9, 2025 9:54:13 AM

Upload of 1099-B is subject to glitches.

You can make the correction if you are fastidious about such things.

It's more important to double check  and confirm all Subtotals by category on Schedule D.

 

@DXY2021