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Level 4
March 24, 2021
Question

Importing 1099 B data

  • March 24, 2021
  • 1 reply
  • 8 views

The client 1099 B data (over a thousand transactions) has been imported twice. 
How do I remove the duplication WITHOUT having to delete individual transactions one by one?
If I choose to delete all from screen 17.1, will I be able to import the data again, or will the client have to go through the process of re-sending it to me?

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1 reply

George4Tacks
Level 15
March 26, 2021

I will repeat what I said in your last series of Q&A

If the majority of transactions are covered, they can be entered as single line items - 1 long and 1 short. Then the few that are not covered can be entered or done as an attachment. https://proconnect.intuit.com/community/form-8949/help/individual-form-8949-exception-2-to-reporting...

Importing is tedious and sometimes difficult to reconcile.

 

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