Can I import INT and DIV data twice?

[HEM-NC]

I am importing INT and DIV from Merrill Lynch via TTAX. There are a total of 27 1099s to import. I previously imported 2 1099s and they showed correctly on the "Received From" summary. I then selected the remaining 25 1099s,  After I import the remaining 25, the 2 original 1099s no longer appear in the "Received From" summary. Is there an import problem with Merrill or can I only import one time to avoid errors?

Since the 1099s come in groups, often at different times, we need the ability to import 2 and more times. 

[DDollar · Accepted solution]

You should delete all of the 1099s you have downloaded and re-download them all at once.  You wait until you are sure that all of the 1099s you are going to receive are available from Merrill Lynch before re-downloading.

[sfvoyage]

Is this answer still current?

I usually receive several corrected 1099s from brokerage houses after I have already imported all my data into TurboTax and completed the first draft of my taxes.  Can I reimport a selected (amended) 1099 from a particular brokerage firm, or do I first need to delete the data from that brokerage firm to avoid duplicate data import? 

[DoninGA]

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@sfvoyage wrote:

Is this answer still current?

I usually receive several corrected 1099s from brokerage houses after I have already imported all my data into TurboTax and completed the first draft of my taxes.  Can I reimport a selected (amended) 1099 from a particular brokerage firm, or do I first need to delete the data from that brokerage firm to avoid duplicate data import? 

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You need to delete the information already entered on the tax return if you will be importing from the same brokerage and for the same account again.

[sfvoyage]

Thank you.

When I go into "Federal Taxes", "Wages & Income", "Import Summary", a list of "documents you have imported" show up.  When I click on, for instance, "Fidelity Investments", a list of my accounts show up (whose data I have previously imported).

However, I can only delete at the company (e.g.  Fidelity) level, but not at the account level.  Therefore, even if I just need to reimport data for a particular account at a particular brokerage firm, it looks like I'll need to delete all my accounts at that brokerage firm before reimporting the data.

Is my understanding correct?

[DoninGA]

Unfortunately your understanding is correct.