rbynaker
Level 14

Mine worked fine this morning.

I thought it was supposed to carry over the recipient information but I couldn't find that and just typed it in.  At least it keeps the payor information.

Going forward, it may be better to keep a spreadsheet template with the recipient data and just update it each year with name/address changes and amounts before uploading.

The whole process is super clunky so I'm still going to send clients to third-party processors.

Rick

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