mkvande09
Level 1
Wednesday
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Pro Series and Lacrete can add docs from all sorts of financial institutions but Proconnect does not?
If it does I am missing something. Just trying to upload an Acorns 1099-DIV.
Community Manager
Wednesday
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Hi @mkvande09
Are you able to upload the information Using the input drawer to import data and more into a tax return in ProConnect Tax.
Let me know if this works for you or if there's other suggestions out there.
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mkvande09
Level 1
Thursday
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I tried both the Acorns and the eTrade. Both said it was non importable. Downloaded directly from the site.