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Tax Import from Financial Institutions

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.




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Level 15
Level 15
Can you assign a preparer code to the return for the import, then remove it later?