I am unable to download my 1099s from BNY Mellon|Pershing. The 1099s downloaded fine last year when the BNY Mellon|Pershing's web program was called NetXInvestor. Help!

The 2022 1099's are posted on their website and available. They just won't download into TurboTax like last year. (2021 tax return)

201

Intuit Alumni

Feb 23, 2023 8:54:09 AM

That is a valid partner with us that should import. Please follow the instructions here to import this into Turbo Tax.

Please let us know if any errors occur, and what those are when they happen so we can better assist you.