- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Brokerage 1099 needs to be typed, as taxpayer deceased and brokerage accounts closed. How do I change TT INPUT from download to type?
Topics:
posted
September 5, 2022
8:07 AM
last updated
September 05, 2022
8:07 AM
6 Replies
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.**
September 5, 2022
8:39 AM
216
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
September 5, 2022
8:39 AM
214
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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").
September 5, 2022
8:39 AM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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".
September 5, 2022
10:47 AM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
September 5, 2022
11:28 AM
Still have questions?
Make a post