Import 1099 error message

Forum|Forum|5 years ago
February 26, 2021
14 replies
33 views

Anyone have a solution for this error message?

ProSeries Professional

This topic has been closed for replies.

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♥¸¸.•*¨*•♫♪

B

BajaPeteAuthor

Level 3

I screened shared with Intuit Agent Vanessa and she was unable to assist. She claims it is a known issue by their engineers. I told her if Intuit can't fix it within a week I will request a refund on the product.

O

Orlando11

Level 8

Preparer name is filled and I don't understand your comment on the file being locked. I can enter information in any of the numerous worksheets and schedules and save the file so I assume this means the file is not locked. How would one find out if the file is locked?

If you can enter those fields and save it's not locked.

As an experiment, can you create a new 1040 client and enter the following:

SSN with nine digits
Zip Code, Last Name, FirstName
E-mail address

Then Choose Import - > Financial Institution Download -> Request 1099 and W2 Data from client...

Do you get the same error code or the FIDO request wizard?

O

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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