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Posted by az willie on February 8, 2008, 7:41 pm
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>> az willie wrote:
>>> Every year TT has had me enter info from my broker's 1099-B form.
>>>
>>> This year I could not find a place to enter that data.
>>>
>>> I emailed and they said I would get an email within a few minutes
>>> .... didn't happen.
>>>
>>> So today I called and, although they said it was a 60 minute wait,
>>> they answered in less than 10 minutes...not too bad .... so far so
>>> good.
>>>
>>> Girl tried to be helpful, but seemed to lack the mental horsepower
>>> to understand the situtation. Finally she seemed to understand and
>>> although she looked through both TT Deluxe forms and TT Premier
>>> forms she couldn't find a 1099-B either.
>>>
>>> Finally she got a supervisor who claimed that it was no longer
>>> required to enter the data from the broker's 1099-B.
>>>
>>> I find this hard to believe because in the past the program always
>>> compared the amount on the brokers 1099-B to the amount on the
>>> Schedule D and they had to match.
>>>
>>> The broker doesn't spend the money to send the form to me and the
>>> government for nothing.
>>>
>>> I'm sure, if my return was picked to be checked, they would compare
>>> the 1099-B the broker filed against what my schedule D shows.
>>>
>>> Anyone know if it is true and it is no longer necessary to enter the
>>> broker's 1099-B info?
>>>
>>> If not, does anyone know where to find the 1099-B form, in either
>>> Deluxe or Premier?
>>>
>>> I don't want to buy Premier if I don't have to ... but will if the
>>> form is there.
>>>
>>> I have a feeling the missing 1099-B form is a serious bug.
>>
>> I have Deluxe, and of course you have to enter the data from your
>> 1099-B! Did you answer the original question "Did you sell mutual
>> funds or stocks during the year"? Possible if you didn't check YES,
>> the interview process skips this. Also, simply go to the box SEARCH
>> TOPICS OR FORMS and you'll see it listed in the drop down panel.
>
> Selecting a 1099-B entry from "Search Topics or Forms" takes you to an
> interview topic or worksheet associated with that 1099-B topic. But
> even in TT07 Premier there is no 1099-B form, as you'll see if you
> select "Forms -> Open a Form...". Perhaps there was in past years, but
> I know I've never used or needed it.
>
==============
When I go there and select 1099-B it just takes me to the Schedule D
where I imported all the sales for the year. Which is wrong.
When I use the Open Form I get a list of all the forms in TT and there is
no 1099-B listed there.
Good thing I'm already bald. :)
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