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Level 2
January 31, 2025
Solved

brokerage importing

I need to get as much of TT return done as possible before surgery. If I import figures from Edward Jones accounts now, the only ones ready are 1099R. I assume the 1099R will import. Will I be able to import the 1099I later when they are ready? Or should I just wait to import from Edward Jones when all figures are ready? 

    Mike9241
    Mike9241Answer
    Level 15
    January 31, 2025

    only EJ can answer your question. 

    some brokers do allow the import of a specific tax document and later you can come back to import a different one.

     

    Mike9241

    2 replies

    Mike9241
    Level 15
    Mike9241Level 15Answer
    Level 15
    January 31, 2025

    only EJ can answer your question. 

    some brokers do allow the import of a specific tax document and later you can come back to import a different one.

     

    Mike9241
    dgaemaAuthor
    Level 2
    February 1, 2025

    Thank you.