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Get your taxes done using TurboTax
@jtb5 wrote:
This is the problem.
Sorry this will be a long explanation:
I was told I need to sign out/ log out of my TT program to download my brokerage account.
I tried several times and spoke with the IT service with my Brokerage account. I have to log into my brokerage account first and then after 10 minutes I open my tax program and it should download. I tried that with the IT people on the phone but when I opened the tax program my tax form wasn't there. So I had to fill everything in again and I was successful in downloading the Brokerage information. Then I accidentally deleted the Tax form so I had to start again but didn't get to the part where I download the Brokerage account so I closed it. The next day I tried the download and it wouldn't work. I'm thinking because I wasn't signed out/logged out of my Tax program.
So I'm trying to sign out and I can't do that.
I have had three separate financial accounts where I need to download certain Form 1099's, one with E*Trade for a Form 1099-B, one with Fidelity for Form 1099-R and one with Wells Fargo for Form 1099-INT. Never did I need to sign on to the account outside of TurboTax and then start the TurboTax program to download the Form 1099's. My downloads are all done through the TurboTax program.
Why you have to do this is beyond my expertise. All I can tell you is when you close the TurboTax program that will break all and any links being accessed so there is nothing you need sign off of once the program is closed.