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Let us know if you get a solution. Thanks.
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I transferred some of my 990 clients without problem but received same error message on one of my clients. Not sure why yet. A fix my be needed for certain 990 ...
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You can take the loss from a wash sale in Pa so the amounts may be a little different plus capital gains distribution are on sch B. Just a thought if it is not ...
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It will only transfer if you select T or S but not J in the summary. It will only transfer if you put it in the body of the 1099-B worksheet......They need to f...