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Is this 1099 Partner list still accurate?
It appears that a couple of firms (reportedly) that are on the Partner List do NOT appear in the selection box in the program for import - there may be more than the two mentioned here.
One is Prudential, the other is Merrill Edge (or something very similar). Both appear as "1099 Partners" but there is no selection in the program for either one (purportedly).
2 weeks ago