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E
EDantes
Level 2
March 2, 2024
Question

Online 1099 Import for a Fiduciary

  • March 2, 2024
  • 1 reply
  • 6 views

Import/Tax Import/Import Client Data from Online Accounts Now is live for an individual return but greyed out for a Fiduciary (CRUT) return. Is this on purpose? I have a 1099-B/INT/DIV I don't feel like typing in by hand.

      1 reply

      J
      jhwcpavt
      Level 2
      February 19, 2026

      When is this feature going to be activated for fiduciary returns?  It's so important!

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