Has anyone been able to use the Form 1099 import from financial institution feature in the 2020 individual program?
I have not been able to import 1099 information from finanical institutions in the 2020 programs. I have tried several different brokerage companies and everytime I get a message that says the "information is not available".
Is anyone else having this issue?
Lacerte support tells us that this is an issue with our setup not the program.
