Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

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.

Labels (1)
0 Cheers