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Level 2
Feb 15, 2021 8:35 PM UTC
Question

adding more documents for w-d and 1099

how do i instruct the client to add additional -w-2 and 1099 that they did not have in 2018

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1 reply

itonewbie
Level 15
Feb 15, 2021 9:06 PM UTC

If you use Intuit Link, add an item under Document Checklist.  Otherwise, email or call them or simply have then complete a conventional tax data organizer?

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