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dtecklen
New Member

1099s from UBS

I have my 1099s from UBS however when I go to import them, it says they will not be available until February 28.

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1 Reply

1099s from UBS

then you need to wait til Feb 28th to import - these dates vary and are set by the broker (28th is relatively late tho).  It doesn't matter if you have 1099 PDF in hand, the data feeds for the import are provided separately and usually later.

 

if you can't wait, input manually, or if you are using TT Online and have the 1099 you may be able to upload the PDF to populate your return - but check the outcome carefully, with all imports and uploads the user is responsible for checking accuracy of inputs.

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