Proseries PDF import or Financial Download 1099-B

Forum|Forum|4 years ago
March 28, 2022
1 reply
16 views

Has anyone experienced this garbage? I PAY FOR, extra $, for the PDF import. Once you import it, either the pdf isn't complete within the excel spreadsheet, or it is almost unusable. Once I get it correct within the excel spreadsheet, click save and continue, it then imports ONE pdf file into each line item on a separate worksheet. Please don't respond "use it as a summary instead of details" as I don't prepare returns in summaries. Please see below pic, all help is great appreciated! The Financial Download according to the highest level of tech support is only made for ONE download, not TWO or more. A lot of 1099-B's don't have a document ID therefore PDF import is required.

(Computer will not allow me to upload a pic, however this is what is happening) Again, one 1099B File/account

Form 1099-B Wks (Morgan Stanley)

ProSeries Professional

This topic has been closed for replies.

IRonMaN

Level 15

I'm amazed by how many people that use the import function. By the time you get done jumping through the hoops to get to the finish line, you could have manually entered the data for the majority of the returns.

Slava Ukraini!

Just-Lisa-Now-

Intuit Community Champion

Ive never even tried it...Im sure it works pretty slick in simple single statement situation, but in a simple single statement situation would you really need to bother?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

U

usraysond

Level 2

Don't waste your time even trying this feature. I have called support multiple times and have even tried importing a single page. Their scanning solution could not even properly identify and import the fields on that one page.

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