Financial Statement Download - Wrong Box entered

Forum|Forum|4 years ago
March 16, 2022
1 reply
12 views

I used the Financial Statement Download to import 1099B for my last two clients, from Fidelity. Both times all short term items were shown as Box B in Proseries when it should have been Box A. And all long term were shown as E when they should have been shown as D (this was confirmed with the Fidelity paper statement). The first client only had 40 transactions so I changed them all by hand. The second client has several hundred. 1) Why is this happening; and 2) is there any way to change all the Bs to As and all the Es to Ds? Note, I can't use the exception because some of the transactions have adjustments.

Thanks

ProSeries Professional

This topic has been closed for replies.

dascpa

Level 11

Hence the reason most of will not do downloads like this. I am not aware of any method to change them except one by one, or delete them and enter the total with a pdf attachment.

C

cmcconnell1001Author

Level 2

Thanks dascpa. I wish I knew that beforehand. I don't recall having this issue in other years.

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