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sighly
Level 2
Feb 24, 2020 5:52 PM UTC
Question

BNY Mellon/Pershing LLC

Turbo Tax is asking for user ID and password for my BNY Mellon/Pershing account.  I do not have any such thing.  I do not bank by mail.  Turbo Tax has not asked for this in past years.  I need help to get past this page of Turbo Tax.

    3 replies

    DavidD66
    Alumni - Intuit
    Feb 24, 2020 7:50 PM UTC

    It sounds like you indicated that you wanted to import a tax form from BNY Mellon/Pershing.  It could be a 1099-B, a 1099-INT, or 1099-DIV.  Try using the "Back" button or if there is no Back button, exit by clicking on another section, and then return to the section you're in and make sure you don't indicate that you want to import any information.

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      sighlyAuthor
      Level 2
      Feb 27, 2020 12:11 PM UTC

      No.  I was not asking to import a 1099 or any other IRS-related form

      SForrestLO
      SForrestLO
      Level 11
      Mar 1, 2020 10:00 PM UTC

      @sighly Can you clarify your question?

      **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
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