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importing 1099
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sbrener-eppsbre
Level 2
yesterday
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can i import a consolidated 1099 from Schwab and have the information populate
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paintdogos
Level 1
3 hours ago
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I have the same question. I thought I did direct import last year, but cannot seem to figure out this year . Anybody with a solution?
Intuit_Kallana
Employee
11m ago
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Hi @sbrener-eppsbren and @paintdogos , ProConnect does not have the ability to read a 1099 Consolidated statement to import the individual form information. However, you can use the import hub on the right of the screen to import the statement. Then, click on the 3 dots to split the document. This will allow you to designate which pages are for what type of form i.e. page 1 could be a W2, page 2 could be 1099-div, etc. Once you do that you will set each form to their respective type and then they can be imported. This article will provide instructions on using the split function: Using the Input Drawer in ProConnect.
If you need further assistance, please contact How to Contact ProConnect Support .
