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Financial Institution Download

tnwcpa
Level 1

I have 3 brokerage accounts.  When I go to import the first one it prompts for which 1099-B Worksheet I would like to import to....worked beautifully!  When I try to import the other two brokerage statement, it never prompts for which 1099-B Worksheet to import to and just imports into the first one.

0 Cheers

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