njfinn
Level 1
Thank you for that!!  The problem is that the Intuit Link is not working.  I was told by support yesterday that they can not import excel files, only csv. (But that's not true either when referring to there documentation).  The Intuit Link does not import either.  I'm confident if I go to schedule D and try to do the import with the csv (formatted properly), I could get it to work.  The Intuit Link is the portal we use to collect our client information.  Since we are 'testing' this before we send engagement letters, I've had a family member (client) send (and have tried myself acting as taxpayer) 1099-Div files.  It looks like it works, but then we receive an error message and the file can not be downloaded or opened.  I've read many complaints about the Link and accountants creating their own workaround.  Any suggestions?
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