Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Feb 8, 2024 7:35:30 AM

Problem Importing Tax Summary 1099-B from National Financial (Fidelity Investments) to Turbo Tax

I have used Turbo Tax TT) for several years.  But today, I'm not able to download Form 1099 B from National Financial (Fidelity).  TT is asking for WealthScape Investor ID and Password.  I normally use my Fidelity user ID and password to import 1099 B.  Do I need to register to WealthScape? Thanks, Sid

0 1 411
1 Replies
Level 15
Feb 8, 2024 8:22:24 AM