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Level 2
posted Mar 7, 2025 3:43:29 PM

Schedule B Not Adding One 1099

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?

0 2 658
2 Replies
Level 15
Mar 7, 2025 4:10:54 PM

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

 

@Websearcher 

Level 2
Mar 7, 2025 4:51:52 PM

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