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Level 1
April 3, 2023
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Import from Online Accounts

Related products:Lacerte
  • April 3, 2023
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Importing client data from outside sources (in this case, Fidelity) has been broken since for over 24 hours.  The account numbers from Fidelity are wrong, it imports the data, twice, and the 1099 B and 1099 DIV import, but the 1099 INT does not import. 

 

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