Cetera Investment Services - 1099 not available

[David2233]

While trying to import from a financial institution, I enter Cetera and TT offers Cetera Investment Services.

TT asked me for my Acct #, username and password, so they are DEFINITELY a participating "partner".

But then I see a message that 1099's are not yet available for this tax year. I have the paper 1099, so it should be available. I do not want to be entering my 1099-B by hand and it's ridiculous that Cetera and TT are not communicating with each other.

Does anyone have an answer?

[Mike9241]

contact Cetera because the issue seems to be on their end.

[David2233]

Hi Mike9241.

I really do appreciate your responding to my issue, and in the meantime I've completed my return by entering the information manually, but isn't this really something that Intuit/TurboTax should be handling?

I assume it's not working for everyone, not just for me.

That's what we paid for when we purchased the package.

I also assume that someone at Intuit is monitoring this message board and they should be running to get this addressed, either by fixing TurboTax's end or contacting their partner, Cetera, to help them, or advise them to fix their end.

Thank you again,

David

[jarufner]

I will be contacting my Cetera advisor on Monday and will let you know what I find out.  At this point it will not even let me get as far as saying the 1099 is not available as the user name, account number and password that I have do not allow me access. 

I know the 1099 is available as I can see it on the client.adviceworks website.

[David2233]

Cetera switched websites during the year. First I was using MyAccount.Iconnect2Invest.com, then Adviceworks.

I had different logins for each and the one that appears to work (to the point of it displaying, "No 1099's available..." is the one for MyAccount.Iconnect2Invest.com.

While this is the website that is being sunsetted soon, maybe this info will help you get a bit further.

Good luck,