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Get your taxes done using TurboTax
call the broker. generally, import is not from a downloaded 1099 but rather directly from the FI's website by providing specific info and importing directly.
for example, with my broker, I do not log in. In Turbotax, once I select import and then the broker I'm taken to the broker's website which requires the full account number and document ID. the stupid thing is the only way i can get the document iD is by actually logging into the website and reviewing my tax documents OR wait till I get copies in the mail. different brokerages use different methods but importing from a PDF usually doesn't work.
‎February 14, 2023
9:38 AM