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J
jmb2
Level 2
February 20, 2024
Question

PDF scan of 1099 composite into 8949

  • February 20, 2024
  • 1 reply
  • 9 views

I scanned clients 1099 composite PDF. It did not populate the 1099-B into the 8949 proceeds from broker transactions.

What am I missing?

thanks

Jodi

    This topic has been closed for replies.

    1 reply

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    February 20, 2024

    Scan and Import is hit or miss with some documents.

    Id just use manual entry and summarize the transactions, quicker, simpler, done.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      J
      jmb2Author
      Level 2
      February 20, 2024

      sale of reinvestment bond fund == 10 pages of transactions.

      thanks

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      February 20, 2024

      Summarize the totals  short term covered, short term non-covered, long term covered, long term non-covered, etc.

      You dont have to enter 10 pages of transactions.  You can attach the 1099B as a pdf if you'd like.

      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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