Suggestion - Copy 1099s, etc.

We often get several copies of forms from the same organization. For example, we got six 1099s from one financial organization. It would be nice if, when creating a new 1099 or other document, one could copy the name, address, and other basic information to a new instance.

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Suggestion - Copy 1099s, etc.

You do have the option of importing documents from your financial institution. This will relieve you from having to enter redundant information.

How do I import my 1099?

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