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hazel_g27
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Can I import brokerage from 2021? I get a popup box stating "1099 forms not available for user."

Ameriprise financial. My physical documents have 1099 totals. Trying to avoid having to enter in manually! Thanks
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2 Replies

Can I import brokerage from 2021? I get a popup box stating "1099 forms not available for user."

Sorry you can't import prior year 1099s.  

Can I import brokerage from 2021? I get a popup box stating "1099 forms not available for user."

where the total is for sales where proceeds and cost basis with no adjustments (types A and D with no adjustments) can be reported as just totals for each in the section on the 1099-B worksheet.

 

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