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1099-B import
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BrianG932
Level 3
03-31-2022
07:31 PM
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1099-B import from financial institutions has been working remarkably well this year. However, I tried to import from Charles Schwab and ProSeries couldn't connect to their website. I have been able to import from Charles Schwab in past years. Has anyone been able to import 1099-B info from Charles Schwab this year? Not sure if it's a browser issue, a ProSeries issue or a Charles Schwab website issue. Thanks.
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