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Level 1
posted Jan 31, 2025 1:00:31 PM

How do I check to make sure that my financial data downloaded

I just downloaded my financials. How do I check to make sure that they actually downloaded before they return is done

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1 Replies
Level 15
Jan 31, 2025 1:18:30 PM

You go back thru the income section, and you "edit" each and every form type from ANY financial provider that you downloaded, to make sure the $$ downloaded are exactly correct, based on the paper form you should already have in your possession.

 

A few bank 1099-INT downloads are known to be wrong, and some downloaded forms (1099-INT, 1099-DIV, 1099-B, etc) from brokerage accounts also need you to answer certain follow-up questions about information that cannot be imported.  Importing the financial forms helps...but does not always entirely finish the info needed.