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New Member
posted Feb 28, 2023 1:30:35 PM

How do you find the tracking number for downloading Form 1099 info- Prudential accounts?

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3 Replies
Level 15
Feb 28, 2023 2:40:24 PM

check with Prudential to know what information you need to enter  to do this.

TurboTax should be set up already with the necessary prompts if Prudential is a Financial Partner.

New Member
Mar 20, 2023 8:49:02 AM

Turbotax asks for your SSAN and a Tracking # as login credentials.  In the Learn More link on TurboTax's login page for Prudential, we are given instructions from Prudential on how to find the Tracking #.  These instructions are on a Prudential page with the Prudential logo at the top.  There is nothing like the example Prudential shows on their own 1099s and certainly no Tracking #.  Prudential even admits this.

Has anyone had this experience, i.e., not being able to find the necessary credentials for Prudential.  Prudential passes the buck to TT.

Prudential is evidently a Financial Partner with TT as the search window in TT pulls Prudential up.

Intuit Alumni
Mar 20, 2023 12:11:24 PM

@pokeyarw 

 

You would need to reach out to Prudential for assistance with your SSAN and Tracking number, as this wouldn't be information we would have.