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I started using the scan and import add on last year. What worked was great, though it was problematic. Seeing the same issues this year with it and am wondering if I am the only one. I can scan and upload and then receive the OCR files without issue. When you open the client, it opens a popup window where you are supposed to verify the information and make changes. I understand the limits of this electronic reading of information and have no issue with that either.
Form SSA-1099, it is read correctly appears in the popup window, but when imported, the information is not added to the tax return.
W2 - Items in box 12a import fine. Anything in boxes 12b, 12c, 12d, etc. do not import even if put into the fields on the import screen.
1099-R - State distribution amount in box 16 always incorrectly contains information from state tax withheld box 14
1099-G - Does not import at all.
W2-G -Does not import.
1099-misc - Scans and identifies the file. Does not import info.
1099-nec - Scans and identifies the file. Does not import info.
Form 1098 - creates a blank worksheet in Pro Series with no information in it.
Additionally, "fixing" or entering information in the part where you preview before it is imported is largely ignored.
This is a super helpful feature I'm hoping will be looked into.