Brokerage 1099 needs to be typed, as taxpayer deceased and brokerage accounts closed. How do I change TT INPUT from download to type?
06533
6 Replies
xmasbaby0
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."
Critter-3
Level 15
Sep 5, 2022 8:39:35 AM
Just skip the import ... scroll down and choose to enter it manually.
tagteam
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").
fanfare
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".