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ssc17
New Member

24 character Tracking ID

None of the financial Institutions tax statements have a 24 character Tracking ID number. All responses suggest entering the data from the statement manually. I do this for most. One Investment bank has a 30 plus page statement. I have always been able to download this in past years.  It would appear that this new requirement of a Tracking ID number does not allow any downloading  of data or am I missing something.

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1 Reply
glewis2
Returning Member

24 character Tracking ID

I have the same problem with the Merrill import. I have not seen a requirement for a "tracking ID" in previous years. This seems new this year and I'm hoping it can get solved soon. Manually entering many pages of tax data is not a solution.

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