Preparer name is filled and I don't understand your comment on the file being locked. I can enter information in any of the numerous worksheets and schedules and save the file so I assume this means the file is not locked. How would one find out if the file is locked?
If you can enter those fields and save it's not locked.
As an experiment, can you create a new 1040 client and enter the following:
- SSN with nine digits
- Zip Code, Last Name, FirstName
- E-mail address
Then Choose Import - > Financial Institution Download -> Request 1099 and W2 Data from client...
Do you get the same error code or the FIDO request wizard?
FIDO is our slang for Financial Institution Download.
What do you see if you choose Help -> Options Setup Wizard, and you select the Preparer like below? There's no fields marked in red? There's a preparer name, preparer code & firm association?
Intuit finally released a software update and although it made 2 steps forward it made one step backwards. I was finally able to access the 1099-B for TdAmeritrade, Robinhood, Tastyworks. First problem Proseries directs you to enter the url of the financial institution which is wrong. www.Tastyworks.com does not work but tastyworks does work. Next when you enter in the required document/ssn/account the connection between Intuit and the financial institution is not working. I receive error message that no tax data is available. If you are a Intuit employee please review Case:560254141.
I was informed that thousands of users are unable to use this feature while Intuit takes their sweet time repairing basic import functions that should have been tested and working before 1/1/2021. Today is 2/27/2021 and unbelievable that they charge hundreds of dollars for non-working tax software.
To recap and augment, if you are getting that specific "validate error".. In addition to what it says, check
- TaxPayer email is specified and correct (with no hidden characters, which could happen if you cut and paste from somewhere)
- Preparer Name is Specified
- Preparer Code is entered (and Self-Prepared / Non-Paid Preparer is not checked)