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form 1099

I have two JP Morgan Securities investment accounts both of which issued a Consolidated 1099.  When filing, do I enter the 1099 data separately for each account or can I combine them since the issuer is the same?

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2 Replies
A60
New Member

form 1099

I would enter separately  - easier to trace the source if you need to tie back to those forms.  If you use the download feature, it will enter them separately.  If you had sales, do the download so you dont' have to enter all the sale data which is pretty tedious to do manually

TomK100
Expert Alumni

form 1099

Enter the 2 forms 1099-B separately. This is the way they are reported to the IRS.

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