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Level 4
May 10, 2021
Question

How to import Form 1099-B from Robinhood

  • May 10, 2021
  • 1 reply
  • 15 views

Hi,

I can't import the Form 1099-B from Robinhood into Proseries Basic edition.

Although the down arrow is in 99 column and it is ready to import, if I open the client file, the error message is popup.

"File Not found or error loading xml file - C\BasicWin20\20Fido\9E402D.........."

How can I import this file?

Thank you.

 

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1 reply

PATAX
Level 12
May 10, 2021

@David94 I believe there was a similar post about this a couple of months or so ago... Do yourself a favor and tell your client to bring in the paper forms... It is not that hard... Just my opinion...

IRonMaN
Level 15
May 10, 2021

Folks could save a lot of time by just manually entering totals instead of fighting trying to import forms.  Not just my opinion ------ the opinion of a lot of folks here.

Slava Ukraini!
PATAX
Level 12
May 10, 2021

@IRonMaN yeah you're right on Iron Man.... I wonder if that import thing is some type of trendy new fad... like the old saying goes if something is not broken don't fix it, stick with what is tried-and-true... And has you know that is just my opinion...