Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
djoanis
New Member

I imported my brokerage statement fine. Now I've been notified that is has been revised. do I need to just re-import, or will that cause duplicate entries?

how do I proceed?  Clear out old data first or does it overwrite?

1 Reply
Ashby
New Member

I imported my brokerage statement fine. Now I've been notified that is has been revised. do I need to just re-import, or will that cause duplicate entries?

You need to delete the original first before importing the revised information. 

There is still a chance that this may not work. It seems that some of the brokerages upload there corrected forms differently and that you might import the original all over again. If this is the case, you would have to manually enter.

Try to delete and import using the instructions in the answer below.

https://ttlc.intuit.com/replies/6047491

Dynamic AdsDynamic Ads
Privacy Settings
v