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Importing new/corrected 1099 wipes out/deletes other previous downloads from other accounts in the same brokerage

I am seeing the same issue.  My first 1099 was available earlier and I added cost basis information to many transactions; now I am stuck between re-entering all of this, or manually entering the additional account's 1099.

Importing new/corrected 1099 wipes out/deletes other previous downloads from other accounts in the same brokerage

Same issue for me.  When I uncheck 1099s that were previously imported and reviewed, and check only one Corrected 1099 to import, the import process then deletes the unchecked 1099s from my tax file.  This is a very bad design flaw.  Import file options should either import or not import but NEVER delete and existing form.

BrittanyS
Expert Alumni

Importing new/corrected 1099 wipes out/deletes other previous downloads from other accounts in the same brokerage

This can happen when files are not ready from the brokerage.  Have you verified with the broker that the final statements are available?  See MonikaK1, posted above, regarding importing issues.

 

@BrianGoetz 

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Importing new/corrected 1099 wipes out/deletes other previous downloads from other accounts in the same brokerage

YES, verified all forms are ready and final.

Importing new/corrected 1099 wipes out/deletes other previous downloads from other accounts in the same brokerage

The issue still exists and clearing cache and memory does not solve the issue. To clarify it is not uncommon for various 1099 from brokerage accounts to be released at different times and for corrected statements to be issued after "final" 1099's. I have just received notice of a corrected 1099 that is available. I will absolutely not try to reimport (I will just go into the imported form and correct in the form section) because I run the significant risk of losing all my previous downloads from this brokerage which includes other data entry (such as cost basis, us government interest, state interest data). Based on the number of replies out there, Turbotax has not initiated any corrections. I have relayed the issue to my brokerage firm as they may have more leverage than the individual users. 

CatinaT1
Expert Alumni

Importing new/corrected 1099 wipes out/deletes other previous downloads from other accounts in the same brokerage

This is currently being looked into. Please watch the Community for updates as they become available.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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