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Get your taxes done using TurboTax
I just spent about an hour on the phone with a very helpful and patient Intuit employee, who saw your post as we were talking. In my case, it was Fidelity - but same issue. Fidelity goes by "National Financial Services LLC", shortening the name to "National Financial Services" on the 1099-DIV form fixed the error.
‎February 11, 2024
11:32 AM