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Level 1
posted Feb 10, 2024 10:54:12 AM

Import Files Overwritten

My brokerage does not have all tax forms available at once.  When I import the forms that are available and then try to import other forms as they become available by selecting only those new forms, the previously imported forms get deleted.  If I choose to select all available forms for import, the previously entered forms get overwritten and all the updates I did are lost.  How can I import the available forms and make the required updates and then later import other forms as they become available without deleting or overwriting the forms I have already updated?

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1 Replies
Expert Alumni
Feb 14, 2024 9:39:19 AM

You need to wait until all forms are available before importing.