BillT2
Returning Member

Get your taxes done using TurboTax

Not sure if you did it this way so...

 

In TT get documents. Find victory capital/usaa (not USAA or victory capital by themselves).

on your mutual fund1099  look for the fund account number. skip the first three numbers. For mine the first three were followed by a dash, so the account number was the numbers after the dash.

Enter your social security number.

That should do it and it should import the fund info, and, with me, all my funds.