caro331
New Member

Get your taxes done using TurboTax

The solution is SO DUMB but when you look at your 1099-div, you need to enter in the "recipient's account & fund number" reversed.  So on your 10-99-div it will say [phone number removed]-01, [phone number removed]-03, [phone number removed]-07, etc.

 

[phone number removed] is your account number

01 is your fund number

 

To login, you need to type in the 01 (or 03, 07, etc) BEFORE your account number (include the dash) and you should be good to go.

 

Not sure why they make it complicated like that but it worked for me. The answer is a year late for you, but hopefully it'll help someone else 🙂