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Level 1
posted Apr 23, 2021 2:52:29 PM

Wealthscape Investors not in dropdown menu

I want to download 1099s from Wealthscape Investors it's not in the dropdown menu. the Wealthscape website says they can be downloaded into Turbotax but HOW??

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2 Replies
Level 15
Apr 23, 2021 5:15:45 PM

they may be using a clearing firm from which you would have to download the documents.   you would need to contact Wealthscape to find out the name and procedure

Level 1
Apr 23, 2021 5:34:20 PM

i learned their actual name is National Financial...wouldn't that be nice if it were on any of their documents? they gave me a half a dozen name, none of which were on turbotax. i found it on google!