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Asked should the 1099-DIV information imported from my broker match the statement i downloaded?

 
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3 Replies

Asked should the 1099-DIV information imported from my broker match the statement i downloaded?

It can be different.  Maybe t he broker amended the 1099 info.  So your statement or import might be earlier than the new info.  That happened to my friend.   The import from Wells Fargo Broker was different than the statement.  The import had been updated.  Then she got a new statement later that matched.  

Asked should the 1099-DIV information imported from my broker match the statement i downloaded?

Anytime you import any information into the TT program you are required to verify the info imported is correct by looking at the source document. 

Asked should the 1099-DIV information imported from my broker match the statement i downloaded?

Anytime you import any information into the TT program you are required to verify the info imported is correct by looking at the source document. 

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