Comment
puravidapto
Level 7
‎08-13-2023 07:57 PM - edited ‎08-13-2023 08:01 PM
‎08-13-2023 07:57 PM - edited ‎08-13-2023 08:01 PM

I am all for the idea and that is why I voted, but I guess the challenge is the 1099 combo forms are not as standardized as the W-2's. 

Besides the stocks, the combined statement can contain interest, dividend, other income, etc. and you have jump back and forth among various input fields also consume time. If there is one place to input 1099 combo data, that will also help.

Even with inputting summary data, you need to attach the PDF file, do you @IRonMaN ? That also takes time, as you need to download, attach, edit the summary of the attachment, and select the form the attachment is associated to. 

By the way, the signature is not automatically attached to the post on this board? I have to do it manually.

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