Enter consolidated 1099 as a whole

A broker provides consolidated broker statements, which include sections for 1099-INT, 1099-OID, 1099-DIV, and 1099-B on a single statement.
In UltraTax CS, you can enter a consolidated broker tax statement by entering the entire consolidated statement together, or by entering each section of the form separately.
Use the
Broker
screen to enter 1099 data together in 1 statement.
  1. Go to the
    Income
    input folder.
  2. Select the
    Broker
    screen.
  3. Enter the
    EIN
    ,
    Payer's name
    , and
    Account number
    .
  4. Complete the rest of the fields on this screen as needed. If you have multiple consolidated 1099 broker statements, add a new unit for each payer.
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