This issue (Wealthscape investor ID) has come up in prior years as well. Contact your brokerage if you need assistance with how to identify the company for importing.
If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2025.
Check here for updates to the Help Article with this information.
If you are trying to import investment information into TurboTax, and you cannot find your financial institution in the list of partners, then you will need to enter the information by typing it in yourself instead of importing it. Importing the documents is not required.
If you are using TurboTax Online, click the box that says Change how I enter my form. Then, on the next screen click I'll type it in myself.
If you are using a CD/downloaded version of TurboTax, you can select I'll type it in myself.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
