Trying to download my 1099-D from Computershare. It says the "we are unable to identify any records based on the information provided, please confirm your sign-on info". I know the records are there as I got hardcopy. I can log onto the website, so again I know the info is there. I just downloaded other forms from other financial institutions; leading me to believe the download function at Computershare is not working. In their usual incompetent fashion, they have no tech support. The support line, after 30 minutes gets you to hourly workers who have never heard of Turbotax. When they look it up in their playbook they direct you to the Turbotax FAQ page. Anyone know how to contact anyone at Computershare that knows anything?
Turbotax should take the off the download list if they are not going to support and maintain the functionality.
If your financial institution participates in our TurboTax Partner program, you should be able to import your Form 1099.
Please read this TurboTax FAQ for additional information about importing a Form 1099: How do I import my 1099?
UPDATE: I see several other users are having technical issues with downloads into Turbotax; so its possible that it is a use case or path specific issue with the download on the Turbotax side. Has anyone tried the support line; not personally excited about sitting in the queue for a long time?
Have you tried clearing your computer's cache and trying again? If you need assistance with doing so click here.
yup; tried clearing the cache; same message - unable to locate any records. similar to the issue I see two other people encountering
Thank you for pointing this issue out to us. Please contact TurboTax support for further assistance.