kevin2
Level 2

The scan and import of 1099-B was never great before, but surprisingly the numbers it does capture has been very good this year.  In the past we could go to the Excel spreadsheet that the scan created, make changes (including inserting rows that were missed) and import the corrected numbers. This year even though the scan is working much better than in the past, we can't insert rows and the scan is not picking up anything with "Various" in the acquired date field.

I personally do not like to use the scan and import feature but I acquired another practice last year and their employees like it so I have kept it.  I would use it for 1099-B's only if I was able to import full information.  If this can't be fixed, I may not pay for this service in the future. However if anyone knows how to insert rows in the excel file (like we could in all past years), I would be able to use it.

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