Is anyone else finding that uploading COMBINED 1099-INT only loads the first account? Then when I manually add the rest, there is no box to enter FEIN?

3outlawdogs · ‎February 17, 2023

I've tried linking to the financial site and also uploading from my computer. both only pull the first account.

SteamTrain · ‎February 17, 2023

If it's a 1099-INT form, there have been a couple of banks have had issues in properly formatting their tax import files sot that it all gets imported into the software.

In that particular situation, you can enter just the one grand total 1099-INT for the $$ from that one bank. You don't need the separate breakdown multiple 1099-INT-s from every Checking/Savings/MM account, and CD held at that bank

(as long as it is for both spouse's...if married filing joint).

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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Is anyone else finding that uploading COMBINED 1099-INT only loads the first account? Then when I manually add the rest, there is no box to enter FEIN?