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Financial Institution download
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David721
Level 1
yesterday
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I have clients with multiple brokerage accounts with activity reported on multiple 1099Bs. I’ve used the financial institution download feature and it works as intended for the first 1099B import. But when I attempt to import the second download from the second brokerage account, ProSeries deletes and replaces the first import with the second import. I need both brokerage accounts imported individually and associated with the correct broker for the 8949 prep. Any suggestions?
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Just-Lisa-Now-
Level 15
yesterday
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Ive seen this mentioned in the past.
Ive never used the feature, I figure uploading then checking to make sure everything went where its suppose to go just as time consuming, if not more, than just entering it myself.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
