Cetera Investors won't recognize correct sign in info to import tax documents

[chrisann1]

I can't get my Cetera 1099s to upload because it keeps telling me my sign in info is incorrect, which it is not. Is anyone else having this issue? It's infuriating. I have way too much info on my 1099s to enter by hand. What gives, Cetera?? Any advice is appreciated.

[AmyC · Accepted solution]

You can manually type in a summary. You can enter 4 lines and cover the entire form.

Enter the totals for each:

• short term covered
• short term non-covered
• long term covered
• long term non-covered

When you enter summary data only,  you are required to send a copy of your 1099B to the IRS. Once you submit your electronic copy, TurboTax prints out a cover letter and instructions on where to send a copy of your 1099B.

[chrisann1]

Thank you, Amy!