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    How to import Form 1099-B from Robinhood

    David94
    Level 3

    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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    3 Comments 3
    PATAX
    Level 15

    @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

    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 15

    @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...