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Get your taxes done using TurboTax
I just saw the following on the USAA web site Tax Center:
Please note: USAA Brokerage, USAA Managed Portfolios and USAA Mutual Fund tax documents will not be available for import to TurboTax through USAA.
I called USAA to verify. They said that National Financial Services LLC prepared the PDFs for 1099-DIV and 1099-INT - but that import of that data into TurboTax would not be available for 2020.
In may case this is a major burden (40 pages of FORM 1099-B to be entered manually!!
I believe USAA is the cause of this burden. My business with them will be reduced accordingly.
March 12, 2021
6:35 AM