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Level 1
March 6, 2025
Question

Importing tax information

  • March 6, 2025
  • 2 replies
  • 34 views

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
    Level 15
    March 11, 2025

    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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    Employee Tax Expert
    March 12, 2025

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

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