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Financial Institution Downloads

yiptax688
Level 1

Received an error message: "This client was not activated to use Financial Institution Downloads because they are missing required information {Preparer Info}.  The first name, SSN, and Zip code are required for th eclient to sign into TaxFormDropoff.intuit.com.  

I had no problems to download this client's Form 1099B from financial institutions in the past few years.  Need help to download into Proseries Basis 2020.  Client has three financial institutions and more than 400 transactions.  Thanks for the help in advance.

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