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Level 1
Mar 6, 2025 8:01 PM UTC
Question

Importing tax information

Import of 1099 information from Goldman Sachs Private Wealth Management isn't working.  I can login to GS, but the transfer consistently fails.  Anyone have a fix for this problem?

 

    2 replies

    MarilynG
    Alumni - Intuit
    Mar 11, 2025 8:49 PM UTC

    Make sure you have 'third party access' enabled in your broker account settings.

     

    Often it's anti-virus software blocking the data transfer.  Here's How to Turn Off Anti-Virus Programs.

     

    @DanK48 

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    Alumni - Expert
    Mar 12, 2025 9:22 PM UTC

    @DanK48 Can you please retry importing and let us know if it worked for you this time? Thanks! 

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