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Level 1
March 3, 2026
Question

Importing a 1099-B from Pershing LLC

  • March 3, 2026
  • 1 reply
  • 32 views

I have a 1099-B from Pershing LLC.  How can I import it into Turbotax?  It doesn't show up in the list of eligible financial institutions to import from.

    1 reply

    CatinaT1
    Level 15
    March 6, 2026

    It's under BNY Pershing.

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