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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- Importing 1099 B data
Importing 1099 B data
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Eiger
Level 3
03-24-2021
06:21 PM
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The client 1099 B data (over a thousand transactions) has been imported twice.
How do I remove the duplication WITHOUT having to delete individual transactions one by one?
If I choose to delete all from screen 17.1, will I be able to import the data again, or will the client have to go through the process of re-sending it to me?
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1 Comment 1
George4Tacks
Level 15
03-25-2021
07:09 PM
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I will repeat what I said in your last series of Q&A
If the majority of transactions are covered, they can be entered as single line items - 1 long and 1 short. Then the few that are not covered can be entered or done as an attachment. https://proconnect.intuit.com/community/form-8949/help/individual-form-8949-exception-2-to-reporting...
Importing is tedious and sometimes difficult to reconcile.
Here's wishing you many Happy Returns
