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uploading 1099-Div from a financial advisor

ADHDsherri
Level 2

How to get a 1099 file to upload electronically into ProConnect? 

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1 Comment 1
itonewbie
Level 15

If your client already uploaded the 1099-DIV to Intuit Link, you will be able to import that from the Intuit Link drawer on the right.  Otherwise, you'd first need to upload the file via ProConnect Tax.

You can refer to the following articles for detailed instructions of how to do both:

https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/importing-data-pro...

https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/using-intuit-link-...

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