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Importing financial institution data into ProConnect online
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chenlinff-gmail
Level 2
03-05-2023
11:14 PM
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Is there a way to import financial institution data into ProConnect online directly? We can enter the username and password in TurboTax and directly download the 1099 forms from the financial institutions. Is there a similar way to do it for ProConnect online?
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itonewbie
Level 15
03-06-2023
03:42 AM
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In T U R B O T A X , taxpayers log into their own accounts with the financial institutions. Just how do you plan to log into your clients' accounts at the financial institutions?
Your clients, however, can download those statements directly from within Intuit Link for many of the most widely used financial institutions. In that sense, it'd be just like how it is in T U R B O T A X. You can then import the data from Link (although it's often faster to just keypunch the numbers for simple 1099's).
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Still an AllStar
Still an AllStar
1 Comment 1
itonewbie
Level 15
03-06-2023
03:42 AM
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In T U R B O T A X , taxpayers log into their own accounts with the financial institutions. Just how do you plan to log into your clients' accounts at the financial institutions?
Your clients, however, can download those statements directly from within Intuit Link for many of the most widely used financial institutions. In that sense, it'd be just like how it is in T U R B O T A X. You can then import the data from Link (although it's often faster to just keypunch the numbers for simple 1099's).
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Still an AllStar
Still an AllStar
