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Redoing an Import from brokerage account results in different entries in tax forms !!

BEWARE:  Don't import twice even if you delete the prior import.

  I imported from Schwab and UBS.  That was successful.

I then deleted the import and the respective 1099's .

I then imported from Schwab and UBS again.  (Did each one separate).

The numbers changed, i.e. the refund amounts changed.

I then deleted the imports again.  

I then manually entered the 1099 info.

The numbers looked right.

I then imported again.

I then deleted the manual entries.

The number seem right and consistent with manual entry.

 

If you've imported from your brokerage firm (I've use UBS and Schwab), don't import again or your numbers will be different.  To fix this, manually enter the information./

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