AMChertoff
Level 2
03-09-2021
01:25 PM
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I don't understand why a get a validate lastName, firstName, Zip Code and SSN when attempting to start an 1099 import from a financial institution? Does someone have a solution?
Allen
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AMChertoff
Level 2
03-09-2021
02:14 PM
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solved my own error, you have to be a paid preparer. So if you have any clients that you do for free in order to get the financial info change to being a paid preparer get the info and change back.
now, has anyone been able to get the 1099B data from any financial institutions? I haven't, i still advovate for importing the data from an excel spreadsheet.
Good luck to all.
