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T
Taxman605
Level 2
April 1, 2025
New

INTUIT LINK NEEDS TO IMPROVE WHEN IMPORTING CONSOLIDATED 1099 FORMS FROM BROKERS.

Related products:ProConnect
  • April 1, 2025
  • 1 reply
  • 8 views

INTUIT LINK DOES NOT IMPORT ALL OF THE DIVIDEND AND INTEREST FIELDS ON A 1099 CONSOLIDATED FORM FROM A BROKER.  ALSO, IT DOES NOT IMPORT THE 1099B ACTIVITY.

THIS RESULTS IN A LOT OF KEYING WHICH SHOULD NOT BE NECESSARY.

    1 reply

    C
    corelliacpa
    Level 2
    April 3, 2025

    100% agree with OP. Section 199A entries are NEVER picked up. It's not even an available field to manually enter when selecting "select all fields" on the import screen.

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