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kayed2
New Member

Can you search a different way for your financial institution?

matrix trust company, Commonwealth of Pennsylvania
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2 Replies
JosephS1
Expert Alumni

Can you search a different way for your financial institution?

You have not stated what you are looking for, other than Matrix Trust Co.  There are ways to search for the financial institution; the examples below are from a Google search.  The results including any mention of PA were very scant.  I have given you what links I can find if you are looking for a specific form, etc.

 

Matrix Trust Co Homepage

Matrix Trust Co client list

 

@kayed2 

 

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Can you search a different way for your financial institution?

IF Matrix is not on the list in TTX, then they do not prepare their consolidated 1099-B downloads in the special format need to import the data into TTX.  This special format is entirely different from the PDF file they might make available to you in your Matrix account, and thousands of banks and financial providers also do not generate the import files needed for quick importing into TurboTax (nor for any other Software provider).

 

As such, you would use your paper form....in front of you...in-hand....and proceed to enter the data manually.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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