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- Can I upload client interest earned and dividend income from schwab directly to proconnect return?
Can I upload client interest earned and dividend income from schwab directly to proconnect return?
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sout584222
Level 1
03-01-2023
06:47 PM
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2 Comments 2
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
IRonMaN
Level 15
03-03-2023
11:20 AM
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If it is only interest and dividends, wouldn't it be quicker to manually enter those couple of numbers instead of jumping through the hoops necessary to download it?
Slava Ukraini!
