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

Raymond james 2018 broker account statement 1099-b import data not appearing on client tax return when proseries says data has been imprted to return

Level 1

I enter account number and document ID as required and  pass robot test. Do everything correctly. ProSeries says data has been imported to tax return, but none of the imported data appears on client tax return. This has never happened to me before. Is this a problem with proseries?

Labels (1)
2 Replies 2
Level 2

tax import document not show on client file ?

Level 15

Can you import prior year stuff?

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
0 Cheers