How do I upload a complete 1040 for a prior year? We would like to use Intuit Tax Planner for a prospect. TX

jreddinger-dinuz · ‎02-04-2023

Hello All,

We are testing out the Tax Planner on a prospect. However, I can't get the prospect's 1040 to upload in ProConnect. We have the 2021 complete Federal and applicable state 1040's.

Thank you for your insight!