Error Importing National Financial 1099

Forum|Forum|3 years ago
February 23, 2023
4 replies
37 views

Trying to import National Financials' 1099 and I receive an error message that the information isn't available, which it is as the hardcopy of the information was sent to me weeks ago.

CarissaM

Level 15

Please ensure you are following the instructions here to import into the software.

If you are still having trouble, please click here to speak with us by phone.

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StarksdAuthor

Level 2

I have had two phone calls with your Experts, spent over a half hour and am no further along and no one has been able to resolve this error. While using Microsoft Edge as a browser it gave completely different errors.

JosephS1

Alumni - Intuit

If you continue to have difficulties with the import feature, and you have a paper copy of the 1099-B, you can enter the data manually by group rather than on a transaction-by-transaction basis. This may not be the ideal solution for you as most would prefer a direct import but this does work. The following screen shows the grouping and your 1099-B will show the transactions per group:

Enter the totals for each group, such as short-term covered, short-term non-covered, etc., and that will enter the data on to Schedule D and/or Form 8949.

The IRS is more concerned with the totals than the individual transactions.

@Starksd

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StarksdAuthor

Level 2

Great - I purchase your software to do my key entry and this year it can't accomplish that and I have to enter pages of summary transactions with the possibility of me having errors. Why did I spend money on your software? Totally unacceptable and going elsewhere next year