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