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Downloading from an investment acc contg. 2 accs both with 1099 D & B info. Will all info from the 2 accs download into TT premium and how does TT identify the info?

 
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2 Replies
MarilynG1
Expert Alumni

Downloading from an investment acc contg. 2 accs both with 1099 D & B info. Will all info from the 2 accs download into TT premium and how does TT identify the info?

Keep a printed copy of your 1099's.  Sometimes the download is imperfect and you need to edit the entries.

 

Click this link for more detailed info on Importing Tax Documents

 

 

 

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Downloading from an investment acc contg. 2 accs both with 1099 D & B info. Will all info from the 2 accs download into TT premium and how does TT identify the info?

This didn't answer my Q.  I wanted to know if both the accounts download and if so how does TT identify the downloaded info, e.g. 1099-D, from the 2 accounts.

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