None of my clients or myself can download 1099 information about stck transactions using the import function on intuit pro basic program. Is anyone having that problem also. Called intuit and they were not helpful. Is anyone having this problem and if not how did you get the download?
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As a follow up to my previous post, when my clients try to download their brokerage information the Proseries system gives them the error message that the account information is non-existent or account owner isn't found. One client tried for over an hour trying various combinations of the information requested for the download.