Solved: Where do I verify that preparer name is entered correctly? It asks that when I try to import/financial instition download/1099 and W2

ih · ‎09-25-2021

ih · ‎09-27-2021

Thanks Terry. Problem is more insidious & actually a program bug. I had checked off self-prepared in the Info Wks which puts FSK in the preparer code. When trying to import program does not see that code (FSK) in the preparer info under tools/options/firm preparer info & gets stuck & gives bland message to verify preparer name. Solution is to uncheck the self-prepared box & then make sure preparer code is correct & then do the import.

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Terry53029 · ‎09-26-2021

go to tools, options, firm/preparer info

ih · ‎09-27-2021

Thanks Terry. Problem is more insidious & actually a program bug. I had checked off self-prepared in the Info Wks which puts FSK in the preparer code. When trying to import program does not see that code (FSK) in the preparer info under tools/options/firm preparer info & gets stuck & gives bland message to verify preparer name. Solution is to uncheck the self-prepared box & then make sure preparer code is correct & then do the import.

Terry53029 · ‎09-28-2021

I've never used "self prepared", or "non paid preparer" I have always signed as paid preparer, even when I do family returns free, so I have never had issue that you were having. You will have to call support, but I don't think they will give you much satisfaction

Where do I verify that preparer name is entered correctly? It asks that when I try to import/financial instition download/1099 and W2

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