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dineent
Returning Member

Brokerage 1099 needs to be typed, as taxpayer deceased and brokerage accounts closed. How do I change TT INPUT from download to type?

 
6 Replies
xmasbaby0
Level 15

Brokerage 1099 needs to be typed, as taxpayer deceased and brokerage accounts closed. How do I change TT INPUT from download to type?

You are not required to import the data.   Scroll down a little bit on the page to the choice "I'll type it in myself."

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Critter-3
Level 15

Brokerage 1099 needs to be typed, as taxpayer deceased and brokerage accounts closed. How do I change TT INPUT from download to type?

Just skip the import ... scroll down and choose to enter it manually.  

tagteam
Level 15

Brokerage 1099 needs to be typed, as taxpayer deceased and brokerage accounts closed. How do I change TT INPUT from download to type?

Did you set up a separate online account for this taxpayer?

 

You should be able to return to the Investments section, delete the account you selected for download, and add a new account (for which you would then select "type").

fanfare
Level 15

Brokerage 1099 needs to be typed, as taxpayer deceased and brokerage accounts closed. How do I change TT INPUT from download to type?

"typed" means the broker typed it not you.

 

I think you need to select "I don't have  (did not receive)  a 1099-B".

 

@dineent 

 

tagteam
Level 15

Brokerage 1099 needs to be typed, as taxpayer deceased and brokerage accounts closed. How do I change TT INPUT from download to type?


@fanfare wrote:

"typed" means the broker typed it not you.


"Type" as in "I'll type it in myself" (see screenshot).

 

Untitled.png

 

@dineent 

fanfare
Level 15

Brokerage 1099 needs to be typed, as taxpayer deceased and brokerage accounts closed. How do I change TT INPUT from download to type?

Never Mind.

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