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Level 1
March 3, 2022
Question

Financial Institution Download

  • March 3, 2022
  • 1 reply
  • 9 views

I want to use the financial institution download feature on pro series 2021. When I go to import 3 different 1099's they all appear one one 1099b worksheet. Is there a way to import 1 1099 on one worksheet. Then create a second worksheet for the second 1099 and then a third 1099 worksheet for the third separate 1099?

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1 reply

Just-Lisa-Now-
Intuit Community Champion
March 3, 2022
I feel like I've seen this complaint before, Im not sure if there is a fix. I find it easier, quicker and more reliable to just summarize the stock transactions and enter manually.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪