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Level 1
June 5, 2019
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Imported 1099-b document is missing CUSIP in the description field

  • June 5, 2019
  • 1 reply
  • 17 views
I imported 1099-B from Merrill Lynch and OptionHouse. The stock description field (1a) does not include the #CUSIP, just the first few words such as "PROSHARES TR ULTRAPRO". Do I have to provide CUSIP on the description for all trades by a manual edit?
Best answer by DavidD66

You do not need to provide the CUSIP #.  The imported description is all that is needed.

1 reply

DavidD66Answer
Level 15
June 5, 2019

You do not need to provide the CUSIP #.  The imported description is all that is needed.

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