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steve-d-butt
New Member

How do I re-import the data from my brokerage account? they updated the information and I want to confirm it's the correct information

 
2 Replies
TaxNewbe
Level 2

How do I re-import the data from my brokerage account? they updated the information and I want to confirm it's the correct information

I have noticed that importing the same document again creates issues so the cleanest way is to:
  1. Go to your Import Summary page.
  2. Delete the brokerage document that you had imported before.
  3. Re import it.

HTH.

timrice
New Member

How do I re-import the data from my brokerage account? they updated the information and I want to confirm it's the correct information

Does all the other info on my return remain intact? I've got K1's, etc, that I do not want to do over again!
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