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?
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.
It doesn't sound like much of a time saver when you have to take the time to download, check the data that was downloaded and then take the time to post here because it doesn't work right. But what do I know. 🤔
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