Scan and import

Ace · ‎03-05-2020

I have a client with 15 Form 1099s from the same bank. A single pdf with all of the Form 1099s is too big to upload to Scan and Import (it is immediately rejected). If I break it down into multiple files, the first file imports fine. However, the second file overrides all of the information from the first file when it imports. Is there a way to stop this from happening?

Terry53029 · ‎03-05-2020

Are they all for interest, as you do not have to include 1099int on tax return, just put a total on schedule B worksheet

Ace · ‎03-07-2020

Thanks for the response. Each 1099 is actually a consolidated 1099 (with a 1099-INT, 1099-DIV, and 1099-B). I have learned from ProSeries support that multiple uploads are not possible.

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