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Level 1
September 29, 2021
Question

Tax Import from Financial Institutions

  • September 29, 2021
  • 1 reply
  • 4 views

Here is the recent message.  Also, if you could inquire on the tax import if the Non-Paid Preparer box is checked and preparer code of “xnp” is entered.  Are we not able to use Import from a Financial Institution Download in the case of a non-paid preparer?  Thanks.

 

 

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1 reply

Just-Lisa-Now-
Intuit Community Champion
September 29, 2021
Can you assign a preparer code to the return for the import, then remove it later?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪