itonewbie
Level 15

In  T U R  B  O T A X , taxpayers log into their own accounts with the financial institutions.  Just how do you plan to log into your clients' accounts at the financial institutions?

Your clients, however, can download those statements directly from within Intuit Link for many of the most widely used financial institutions.  In that sense, it'd be just like how it is in  T U R B O T A X.  You can then import the data from Link (although it's often faster to just keypunch the numbers for simple 1099's).

https://proconnect.intuit.com/support/en-us/help-article/banking/financial-institutions-supported-im...

https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/using-intuit-link-...

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Still an AllStar

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