1099 Import Gripe for TT

[Lonestar]

Am I missing something? I have a number of 1099s from Schwab and when I open them, none of them have the actual account number. It's a pain to have to look through my paper forms or go online to find out which 1099 is for which account. Please advise.

[MarilynG1]

If you're entering 1099-INT/DIV you don't need the account numbers.  Actually, you can combine them and make a one-line manual entry for the totals, using one FEIN. 

@Lonestar 

[Lonestar]

Thanks MarilynG1, it's not that I think TT needs them,  but when I wanted to go back an verify the information, if I open each one, the account number is not visible, only the FEIN. I did find that in the Import Summary, if I expand the Schwab accounts, it provides a list, each with account number. 

I don't quite get what you are saying about making a one-line manual entry for the totals. Are you saying TT doesn't need to show all that information from each account, only the total gains or loss of ALL the accounts combined, and that there is a way to do that? Otherwise, please help me understand what you mean. I'm already done but it would be good to know. Thanks! 

[JotikaT2]

The answer provided above related mainly to any interest and dividend income received, not stock transactions.

There is a way to enter a large number of stock transactions.  Please see this FAQ for details.