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Importing 1099 DIV into 2023 client (Deluxe) doesn't seem to work. It connects, indicates the 1099 was successfully loaded, the client software does nothing with it. Why?
I am choosing 'Import from my bank or brokerage", continue, it connects and indicates a successful transfer (Using Brave browser). If I try to click on 'continue' again in the client, it tries to connect to my brokerage account again. If I hit back, I can see that an entry was inserted for my brokerage account, but no data is shown save for the account name.
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March 9, 2024
2:41 PM