NetXInvestor 1099

[ericTqiu]

Hello,

My 1099s for Yr2022 are available at www.netxinvestor.com, but I got this message when trying to download them to Turbotax.

, 

Please help.

Thanks

[CarissaM]

Has the 1099 just come on their website within the last 48 hours?

[ericTqiu]

It was posted last Friday the 17th.   The download worked today though.   Noticed a duplicate 1099 entry (not revised)  showed up today on the website.

Thanks!

[DLetang]

I am having the same problem.  My 1099 is available on the NetXinvestor site but I get the same import error.  

[HeatherPLO]

Please see our Help Article which provides troubleshooting steps for importing your 1099.

@DLetang 

[DLetang]

I looked at the help article:

- My partner is verified.  I have used them in the past and they show on the list this year.

- My transactions do not exceed the limits

- Troubleshooting.  I guess it is possible that NetxInvestor does not have my statement ready for import but the article states: "We'll display your institution's "ready for import" date in TurboTax" and I don't see anything displayed by TurboTax on a date it will be available.

Is there typically a delay from when then 1099 form is available on the investment institutions website and when it is ready to import in TurboTax?

[MichelleLO]

Please reach out to TurboTax Customer Support for assistance with the issue you are experiencing.

What is the TurboTax phone number?

@DLetang 

[DLetang]

I did reach out to TurboTax customer support.  Their advice was for me to manually enter my 1099 form.  I didn't purchase TurboTax Premier so that I have to manually enter a 10+ page 1099 form.  I don't know if the problem is with TurboTax or the financial company, but this isn't the type of support I expected.  :(