Financial Institution download

Forum|Forum|1 year ago
March 2, 2025
1 reply
8 views

I have clients with multiple brokerage accounts with activity reported on multiple 1099Bs. I’ve used the financial institution download feature and it works as intended for the first 1099B import. But when I attempt to import the second download from the second brokerage account, ProSeries deletes and replaces the first import with the second import. I need both brokerage accounts imported individually and associated with the correct broker for the 8949 prep. Any suggestions?

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Ive seen this mentioned in the past.

Ive never used the feature, I figure uploading then checking to make sure everything went where its suppose to go just as time consuming, if not more, than just entering it myself.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

Terry53029

Intuit Community Champion

I do same as Lisa, as I've seen too many errors when using download. At least when download was 1st available

IRonMaN

Level 15

It doesn't sound like much of a time saver when you have to take the time to download, check the data that was downloaded and then take the time to post here because it doesn't work right. But what do I know. 🤔 🤔

Slava Ukraini!

Sign up

Login with SSO

Let's get you signed in

Login with SSO