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ezshopr
Returning Member

Brokerage Forms blank

I imported all of the tax forms from the brokerage firm, and several blank forms were imported to Turbo Tax.

 

Everything listed on the 1099 Consolidated Tax Summary has a specific form filled out in Turbo Tax (like a 1099 Div / 1099 Interest etc....)

 

There are 4 extra forms that are completely blank (Two 1099 Div and two 1099 Interest forms.)  I don't know why they are there?  Do I just delete them?

 

Thank you

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1 Reply

Brokerage Forms blank

@ezshopr 

 

Go thru (edit) the forms that did have information on them, and make sure the numbers match what is on the actual paper/PDF forms the  brokerage sent to you.

 

IF they match, then you can delete the empty ones.  The empty ones might actually be prior year forms that transferred in from your tax filing from last year.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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