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    • Created with Sketch. In preparation for the 3/17 deadline, see our most popular resources on the Hot Topics page. Lacerte | ProConnect | ProSeries
    Created with Sketch. In preparation for the 3/17 deadline, see our most popular resources on the Hot Topics page. Lacerte | ProConnect | ProSeries
    David721
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    • Financial Institution download

      I have clients with multiple brokerage accounts with activity reported on multiple 1099Bs. I’ve used the financial institution download feature and it works as ...
      David721
      1
      Mar 02, 2025
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