See my previous question (right above this one)
But one more question:
I have always imported previous year's tax data from my national financial institution (like Pershing, eQuipt). But, I see a list of qualifying import partners listed here:
https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/
And the financial institution I have always imported from is not on the list. And, the list looks much smaller than I would have thought. Why is mine not listed? Am I looking at the wrong list?
