jorat
Level 1
09-01-2024
11:55 AM
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My question is a little different. When a customer logs into Intuit link, they are prompted to pull 1099 and other forms directly from the financial website. All they have to provide is a username/password and intuit link does the rest by puling all relevant forms. Is that info stored across multiple years thus enabling some automation every year for all these forms. Most of my customers have about 2-3 bank accounts and 2-3 brokerages as well so this yields some time savings if it indeed will work this way. Thanks