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Financial Statement Download - Wrong Box entered

cmcconnell1001
Level 1

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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2 Comments 2
dascpa
Level 11

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.

cmcconnell1001
Level 1

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

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