Importing tax information

DanK48 · ‎March 6, 2025

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?

MarilynG1 · ‎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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KristinaK · ‎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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Importing tax information