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Returning Member
posted Sep 5, 2022 8:07:48 AM

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

0 6 533
6 Replies
Level 15
Sep 5, 2022 8:39:21 AM

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."

Level 15
Sep 5, 2022 8:39:35 AM

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

Level 15
Sep 5, 2022 8:39:42 AM

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").

Level 15
Sep 5, 2022 10:47:09 AM

"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 

 

Level 15
Sep 5, 2022 10:50:15 AM


@fanfare wrote:

"typed" means the broker typed it not you.


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

 

 

@dineent 

Level 15
Sep 5, 2022 11:28:25 AM

Never Mind.