Chuck S
New Member

Get your taxes done using TurboTax

I did a manual data entry for dividend and interest. But Navy Federal Brokerage is a real challenge so far.  They issue the 1099-b with their partner Pershing LLC that shows as “custodian”.  Pershing has a relationship with Turbo Tax and no one so far is explaining the process to download the tax data.  I will come back if there is a solution.  If some knows how to do it….   help!!!