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ADHDsherri
Level 2
March 18, 2023
Question

uploading 1099-Div from a financial advisor

  • March 18, 2023
  • 1 reply
  • 6 views

How to get a 1099 file to upload electronically into ProConnect? 

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1 reply

itonewbie
itonewbie
Level 15
March 19, 2023

If your client already uploaded the 1099-DIV to Intuit Link, you will be able to import that from the Intuit Link drawer on the right.  Otherwise, you'd first need to upload the file via ProConnect Tax.

You can refer to the following articles for detailed instructions of how to do both:

https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/importing-data-proconnect/L8KcChVtb_US_en_US

https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/using-intuit-link-import-documents-proconnect/L8Q1tiQV0_US_en_US

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