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import from MML Investor Services, LLC

I use MML Investors Services LLC as my broker. It is a subsidiary of Mass Mutual Life Insurance Company.  I would like to import my tax documents (1099, etc.) from my MMLIS Wealthscape account but, I do not see my broker as an option. How do I import my documents from my broker MML Investors Services?

 

 

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4 Replies

import from MML Investor Services, LLC

they don't partner with Turbotax so import is not possible. 

import from MML Investor Services, LLC

I noticed MassMutual Trust Co, is on the list. It's very confusing considering they both have the same parent company. Is it possible to add MML Investors Services to the list?

import from MML Investor Services, LLC

What would it take for TurboTax partner with MMLISI (MML Investors Services, LLC - MassMutual)?

sdesmus
New Member

import from MML Investor Services, LLC

I noticed for my MML Investor account, the web address I used, massmutual.investor360.com, that the ONLY thing I hadn't tried was Investor360.  If this is the address you use to access your account, Investor360 is importable. 

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