itonewbie
Level 15
03-03-2023
11:19 AM
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Your client first needs to download these from Charles Schwab through Intuit Link. You can then import the data from the 1099's via Intuit Link to ProConnect Tax.
See this article for the financial institutions supported: https://proconnect.intuit.com/support/en-us/help-article/banking/financial-institutions-supported-im...
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Still an AllStar
Still an AllStar
