- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Pershing NetXInvestor 1099 Import
I am having trouble importing my 1099. I was able to import it last week but there was information missing. Specifically it wanted me to categorize 87 stock transactions as long/short, covered/noncovered. I deleted the import hoping that there would soon be a fix. Now when it try to import my 1099 it says that nothing is available to import. I clearly see my 2020 1099 on the NetXInvestor site.
‎February 22, 2021
11:43 AM