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Level 5
posted Feb 21, 2023 9:27:34 PM

Importing 1099-DIV and 1099-B's from Edward Jones

I'm working on a more complex federal return than usual.

 

I already typed in manually 8 1099-INT's

 

Does anyone know if when you go to import 1099-DIV and 1099-B's from Edward Jones if you can pick what forms you want to import?

 

Or if you get to import everything, or nothing?

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1 Best answer
Level 5
Feb 22, 2023 1:33:48 AM

The answer is YES -- you can import the R's, B's, and DIV's all at once or only by type.

 

There were nine (9) 1099-B's !  WAY too much for me to figure out and type in myself.

 

It's DONE now!!!

1 Replies
Level 5
Feb 22, 2023 1:33:48 AM

The answer is YES -- you can import the R's, B's, and DIV's all at once or only by type.

 

There were nine (9) 1099-B's !  WAY too much for me to figure out and type in myself.

 

It's DONE now!!!