jnd2546
Level 4

Not sure why the phone number is an issue. My issue has always been that once they use an email address as their original user ID in Link, and then subsequently change their email address, even if you send the invite to the new email, they have to continue to use the old email as their login ID. If they try and use the new email address, seems like they can't see their prior year files and have to create a new account with the new email address.  Still not sure I understand how to easily convey to Link that the same taxpayer now has a new email and recognize that so that the Link user ID is now the same as their email address entered on their proseries 1040 worksheet.

Intuit:  Can u clarify how to clear up getting Link account to sync up with Proseries 1040 worksheet?

TY!

0 Cheers