Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Tax Import from Financial Institutions

bkloke
Level 1

Here is the recent message.  Also, if you could inquire on the tax import if the Non-Paid Preparer box is checked and preparer code of “xnp” is entered.  Are we not able to use Import from a Financial Institution Download in the case of a non-paid preparer?  Thanks.

 

bkloke_0-1632953468551.png

 

0 Cheers
1 Comment 1
Just-Lisa-Now-
Level 15
Level 15
Can you assign a preparer code to the return for the import, then remove it later?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪