topic Brokerage firm not listed in 1099B in Investors & landlords

Brokerage firm not listed in 1099B

tle0880 — Mon, 09 Mar 2026 05:37:23 GMT

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.

Re: Brokerage firm not listed in 1099B

Mike9241 — Sat, 19 Feb 2022 07:40:14 GMT

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.

Re: Brokerage firm not listed in 1099B

tle0880 — Sat, 19 Feb 2022 19:55:06 GMT

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.