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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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tnwcpa
Level 1
06-02-2021
07:49 PM
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I have 3 brokerage accounts. When I go to import the first one it prompts for which 1099-B Worksheet I would like to import to....worked beautifully! When I try to import the other two brokerage statement, it never prompts for which 1099-B Worksheet to import to and just imports into the first one.
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