B77
Level 1

PS, Needless to say, going through the process to qualify for and maintain an EFIN number from the IRS is probably not an ideal solution for the more typical taxpayer, who does not happen to also be in the business of preparing taxes. Assuming that a person has a willingness to explore competing software, using TaxAct might be a simpler option for some people in this scenario. As a side note, the TurboTax developers always have the option to add the same feature to their own software, if they would like to better compete in this area.

For clarity, I (the original poster), was not given any option to choose the "accepted solution" to this thread.  Personally, I would not have necessarily chosen to mark the ProConnect reply as an accepted solution, considering that my own issue was solved a bit more easily, in a different way. Though it's good to know that ProConnect might be a option for those who are committed to staying inside the TurboTax/Intuit ecosystem.

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