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sout584222
Level 1
March 2, 2023
Question

Can I upload client interest earned and dividend income from schwab directly to proconnect return?

  • March 2, 2023
  • 2 replies
  • 12 views
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2 replies

itonewbie
itonewbie
Level 15
March 3, 2023

Your client first needs to download these from Charles Schwab through Intuit Link.  You can then import the data from the 1099's via Intuit Link to ProConnect Tax.

See this article for the financial institutions supported: https://proconnect.intuit.com/support/en-us/help-article/banking/financial-institutions-supported-import-client/L0GN0pZF7_US_en_US?uid=lessrfju

---------------------------------------------------------------------------------Still an AllStar
    IRonMaN
    IRonMaN
    Level 15
    March 3, 2023

    If it is only interest and dividends, wouldn't it be quicker to manually enter those couple of numbers instead of jumping through the hoops necessary to download it?

    Slava Ukraini!
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