Prudential is not part of the brokerage firms when I tried to enter my information for the 1099B. I chose "My bank/brokerage isn't here," then typed in Prudential in "Name of Financial Institution." However, after I press the "Continue" button, it keeps asking me to change the name or account number & doesn't advance to the section where I can enter my sales.
How can I enter information for brokerage firms that are not listed in TurboTax?
Thank you.
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I see prudential (for retirement info) and prudential mutual funds
nothing else and I see no info about Pru offering brokerage services. so if you have neither a retirement a/c nor mutual funds, I suggest you call the number that appears on the statements you have. some companies do not partner with Turbotax so import is not possible.
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Sorry, I meant Prudential Mutual Funds. It was not listed in TurboTax in the 1099B section. In the dropdown box, I only saw American Funds, Charles Schwab, ETrade, Fidelity, Morgan Stanley, ScottTrade, Td Ameritrade, Vanguard, Wells Fargo; no Prudential. Where did you see Prudential?
Also, I wasn't trying to import the statement. I was trying to add the information manually but TurboTax doesn't let me advance to the Sales section after I manually added Prudential.
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