I have a taxable investing account with M1 Finance, and I sold some stocks last year. I had flagged the topic for 1099-B because I was still waiting to get the form from them.
When I visit this flag, I get a screen saying "Confirm your financial institution info". It has my account number, which took the format "#AA-####### AA AAA." I tried clicking Continue from this screen. TurboTax gave me another screen that said "Confirm your financial institution info", with the name of the institution blanked out and the account number set to None. From here, I checked the box to change the name or account number. I entered the name of the financial institution, M1 FINANCE. I tried clicking Continue and could not proceed.
Even when I changed the account number to the format "#AA#######", leaving off the letters at the end, I got the same result. I cannot continue to enter my 1099-B information, and I cannot file my return as a result.
How do I work around this? I also had a problem entering the M1 Finance info for 1099-DIV, but after I got the form I was able to enter the information myself. No such luck with the 1099-B.
