SGB CPA
Level 1
02-12-2021
12:56 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You are referring to other method of schedule D import. I'm referring to direct import "import client data from online accounts now". In all cases I receive a message that the information is not available from the investment company, when in fact I know that the information is available.
This method of import has worked in past years but this year it does not.