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mkvande09
Level 2
April 10, 2025
Question

Importing 1099 DIV

  • April 10, 2025
  • 1 reply
  • 4 views

Pro Series and Lacrete can add docs from all sorts of financial institutions but Proconnect does not?  

https://accountants.intuit.com/support/en-us/help-article/import-transactions/financial-institutions-supported-import-client/L0GN0pZF7_US_en_US?srsltid=AfmBOoqGR3yX_kiqeDdrZNBMSQPvau6W7VUn6TDVPqyRuchpMdjtUi-0&uid=m9anfk55

 

If it does I am missing something. Just trying to upload an Acorns 1099-DIV. 

    This topic has been closed for replies.

    1 reply

    A
    Anonymous
    April 10, 2025

    Hi @mkvande09 
    Are you able to upload the information Using the input drawer to import data and more into a tax return in ProConnect Tax.
    Let me know if this works for you or if there's other suggestions out there. 

    ****
    See Hot topics for ProConnect here. 

      M
      mkvande09Author
      Level 2
      April 10, 2025

      I tried both the Acorns and the eTrade.  Both said it was non importable.  Downloaded directly from the site. 

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