Import 1099 error message

14 replies
48 views

Anyone have a solution for this error message?

ProSeries Professional

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Just-Lisa-Now-

Intuit Community Champion

If the return has all the things that error message says, Id just skip the import and enter manually.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Orlando11

Level 8

It looks like that dialog can be misleading in a couple of cases... It is also checking for a preparer name and that the file is not locked.

There's also some edge case error checking going on that could pop that as well.

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Orlando11

Level 8

To recap and augment, if you are getting that specific "validate error".. In addition to what it says, check

TaxPayer email is specified and correct (with no hidden characters, which could happen if you cut and paste from somewhere)
Preparer Name is Specified
Preparer Code is entered (and Self-Prepared / Non-Paid Preparer is not checked)

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BajaPeteAuthor

Level 3

It was not anything I had entered as Intuit updated the program and I no longer getting the Validate Error, but alas the Financial Institution 1099 import is still not working for brokerages. See my latest update of 3/1/2021.

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