About jonisin2it

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Re: New 1099R after several 1099R imports

That answer would be great except I don't know how to get to the 1099 summary page.Thanks.

jonisin2it

Updated Feb 19, 2024
Re: Importing forms from financial firms--the good, the bad and the ...

Update. My problems with Vanguard were caused by me. Was able to import all forms.

jonisin2it

Updated Feb 09, 2023
Re: Importing Multiple 1099R, 1099INT, 1099DIV from a single financi...

Thanks to everyone for your answers. Your answers raise new questions... What are the limits to the number of 1099s of any type that can be imported? If thes...

jonisin2it

1

Updated Jan 20, 2023
Re: Importing Multiple 1099R, 1099INT, 1099DIV from a single financi...

Thanks for your reply although I am not sure you answered my question precisely. I recognize that TurboTax can import multiple 1099Rs when each of those forms a...

jonisin2it

Updated Jan 20, 2023
Re: Both my wife and I have 1099R forms for IRAs from a participatin...

My question is HOW does one enter userid/pwd for both spouses when using import function? I am looking for the actual steps I need to follow when using TurboTax...

jonisin2it

1

Updated Mar 29, 2021

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Date Registered	‎June 3, 2019 11:26 AM
Date Last Visited	‎February 19, 2024 10:27 AM
Total Messages Posted	11

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