546149

Imported 1099-b document is missing CUSIP in the description field

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?

posted

Connect with an expert

1 Best answer

Accepted Solutions

Imported 1099-b document is missing CUSIP in the description field

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

View solution in original post

1 Reply

Imported 1099-b document is missing CUSIP in the description field

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

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post