This is more a tip for others than a question ...
I entered multiple bank 1099-INTs and was asked whether I wanted to get prompted for downloading each time. I said no. Later I did want to download a brokerage 1099-INT and was not offered the option. Entering "Add Interest Income" went straight to typing in the information. Very frustrating.
It occurred to me that downloading from a brokerage takes all forms simultaneously. I tried entering 1099-DIV for the brokerage, got the download prompt, downloaded it, and got the 1099-INT as well. Solved my problem.
I found this old note I saved....
If you said not to ask you to import anymore you can change it by going to
Federal Taxes or Personal tab
Wages & Income
Choose Explore on my own or I'll choose what to work on or I'll choose what to work on (if it comes up)
The first item on the income summary list is Import Summary - Click View
Then choose Add Other Documents
Then at the very bottom of the next screen scroll down and select Manage Import Options
you can change the ooptions there
Thanks so much. I searched this board with no success. I spent 45 minutes talking with phone support. Despite being escalated to a technical specialist they had no idea what to do before accidentally disconnecting me. I finally figured out the work-around I mentioned.
You immediately nailed it!
Bill
Yes you have to be careful when importing. Like when I imported a 1099B it also grabbed a 1099R I already manually entered. So I unchecked it from downloading.
I found this old note I saved....
If you said not to ask you to import anymore you can change it by going to
Federal Taxes or Personal tab
Wages & Income
Choose Explore on my own or I'll choose what to work on or I'll choose what to work on (if it comes up)
The first item on the income summary list is Import Summary - Click View
Then choose Add Other Documents
Then at the very bottom of the next screen scroll down and select Manage Import Options
you can change the ooptions there
Thanks so much. I searched this board with no success. I spent 45 minutes talking with phone support. Despite being escalated to a technical specialist they had no idea what to do before accidentally disconnecting me. I finally figured out the work-around I mentioned.
You immediately nailed it!
Bill