jtsjoz
Level 2
01-21-2023
05:03 PM
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1099-B have had solid 80-90% success. Additional crypto trades on a excel sheet or or some other format gives you a work around to import a invalid 1099, then overwrite the proof excel file copy to import the actual transactions that you want imported. One benefit is that we have digitized all of the records, which can be indexed, into a search appliance we use for looking up past records and event and verifying returns.