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Level 2
March 7, 2025
Question

Schedule B Not Adding One 1099

  • March 7, 2025
  • 1 reply
  • 1 view

Shouldn’t all the figures in 1099 worksheets add up in Sched B?  I transitioned from Vanguard Mutual Fund to their Brokerage acct this year.  I had to enter 1099's from the Mutual Fund acct manually but was able to imported the brokerage acct’s 1099.  I see the brokerage acct’s 1099 in the individual worksheets but it is not showing up in Sched B .  Why?

    1 reply

    fanfare
    Level 15
    March 8, 2025

    your amounts won't appear until you enter Payer's TIN and address.

     

    @Websearcher 

    Level 2
    March 8, 2025

    I checked the individual 1099 worksheet and the Payer's TIN and address were automatically entered during the download.  Any other suggestions? Thanks!