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A
AMChertoff
Level 3
March 9, 2021
Question

Import 1099B Validation errors

  • March 9, 2021
  • 1 reply
  • 4 views

I don't understand why a get a validate lastName, firstName, Zip Code and SSN when attempting to start an 1099 import from a financial institution?  Does someone have a solution?

 

Allen 

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1 reply

A
AMChertoffAuthor
Level 3
March 9, 2021

solved my own error, you have to be a paid preparer.  So if you have any clients that you do for free in order to get the financial info change to being a paid preparer get the info and change back.

now, has anyone been able to get the 1099B data from any financial institutions?  I haven't, i still advovate for importing the data from an excel spreadsheet.

 

Good luck to all.

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