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Level 1
posted Mar 21, 2024 1:56:59 PM

Importing 1099 data from Goldman Sachs

Is it possible to import 1099 data for Goldman Sachs Mutual Funds?  This is Goldman Sach Asset Management (GSAM Funds), not Goldman Sachs Private Wealth Management or Marcus by Goldman Sachs.

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2 Replies
Expert Alumni
Mar 22, 2024 7:03:08 AM

I do not see them on the import partner list.

 

Level 1
Mar 22, 2024 7:17:39 AM

Thanks.  I saw that also.  I was hoping there was some way to link up my Goldman Sachs funds to either Goldman Sachs Private Wealth Management or Marcus so that I could import the data.