Feature Request: Pull in Exchange Account Names into 1099-DA Guided Tax Flow
acknowledged
S
S. Richardson
What is the issue?
If a user has multiple accounts for the same exchange, when they go to upload their 1099-DA forms it is showing the same name. The current way to distinguish between multiple of the same exchange accounts is to click on the “i” icon and view the account balance and date of the most recent transaction.
However, if multiple accounts have the same balance and the same date of the most recent transaction, it is harder to tell the difference between the accounts. The request is to have the 1099-DA tax workflow pull in the unique names the user has created for their exchange wallets to help them tell the difference.
Who is affected?
Users who have multiple accounts with the same exchange. This especially will affect users whose multiple accounts have the same balance and the same date of the most recent transaction.
As a user, what should I do?
You can upvote this forum post if you are experiencing similar issues. The status of the post will be updated to Complete once a solution has been implemented. Those who have upvoted will be notified of the update.
Keywords: 1099-DA, guided tax flow, exchanges, exchange account names, exchange wallets, tax workflow
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