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Level 3
February 19, 2020
Question

Importing. Tries to get the documentation from the financial institution and keep getting "That form wasn't found - You can ask the financial institution if you'll get the form and return to import it when it's available."

  • February 19, 2020
  • 13 replies
  • 63 views

I know the 1099B is available and it's up and running.  When I tries to get it, keep getting message "That form wasn't found - You can ask the financial institution if you'll get the form and return to import it when it's available."  In fact, when I tries with different software, it worked but not with ProSeries Basis.

I have been on the phone with ProSeries representative for over 2 hours, but the problem still no solved.  have not direction nor what to do in next except to enter line by line?  

 

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13 replies

Level 2
February 19, 2020

This is my experience as well. neither end can see our problem.

Just-Lisa-Now-
Intuit Community Champion
February 19, 2020

You could have entered it all manually in less time than youve sat on the phone.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 4
February 28, 2020

Not helpful Lisa nor correct. My clients 1099-B has over 400 transactions.

When will this be resolved Intuit?

Level 4
February 21, 2020

Same is my experience with Proseries Professionsl. No good response from Proseries for so much money. Sometimes i feel they are doing it intentional to promote TurboTax. My 50 clients are pending because of this.  NOT Happy...time to change...

Level 4
February 21, 2020

It looks like proseries did not  push updates for 1099B import. None of my friends who are using proseries can IMPORT.  Proseries...PLEASE HELP.  This is effecting our business.

Level 2
February 28, 2020

Just curious....was anyone able to make headway with Intuit on this today?  I have Fisherman taxes due on Monday the 2nd and some large volume of transactions to manually enter if they don't get it fixed.  I just tried it again so I know it's not working yet, but just wondered if they are troubleshooting it or if more of us need to call them.

JuliewishAuthor
Level 3
February 28, 2020

I don't think it's working yet.  Every time to call and will be on phone for more than 2 hours.  The person on other line has no answer to fix the problem but insist that is the broker house problem.  I told them it's not other side problem but Intuit because ALL importing are not working included the W2s.  When I use other software to upload, they are working prefect!  I am thinking to go with other software next year as the price I paid and the service I got. 

Level 4
March 6, 2020

Agreed.

Level 3
March 26, 2020

I was finally able to Import my 1099 Fidelity information. The problem is all of it was not imported. 1099-Misc was not imported (substitute payments in lieu of interest). If I hadn't gone over the return line by line I would never had caught this. This software is useless to me. A client could sue me for this type of mistake.  

Just-Lisa-Now-
Intuit Community Champion
March 26, 2020

Its always been that way with imports, you HAVE to verify that everything thing imported properly (which is why many of us don't use it and manually enter everything, its just easier than babysitting the imported figures)....Intuit cant control what the banks make available for importing.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪