Taxable Portion Import Utility
- 09 Oct 2023
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Taxable Portion Import Utility
- Updated on 09 Oct 2023
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Taxable Portion Import Utility
An import utility is available by navigating to File Maintenance > Import 1099-R Percentages. The utility accepts a comma delimited values (CSV) files and allows the user to map data to the 4 columns in the utilities with the standard FIMS import options for each field (i.e. column or constant value). A checkbox to allow you to overwrite existing data is also available.
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