Pershing NetXInvestor 1099 Import

Forum|Forum|5 years ago
February 22, 2021
6 replies
0 views

I am having trouble importing my 1099. I was able to import it last week but there was information missing. Specifically it wanted me to categorize 87 stock transactions as long/short, covered/noncovered. I deleted the import hoping that there would soon be a fix. Now when it try to import my 1099 it says that nothing is available to import. I clearly see my 2020 1099 on the NetXInvestor site.

Bacon48

Level 2

I have experienced the same issue. All transactions imported but are not coded. Please rectify this ASAP!

IngeW

Level 2

I am having this same issue. I have tried importing several times, but it looks like a bug in the turbotax software. It is also proving very difficult to get through to intuit's support folks 😞

yecartAuthor

Level 2

I contacted them and they told me everything was working on their end. I think they are wrong. I have never had this issue before and have used TurboTax for 20 years and Pershing for 5. I sure wish someone would address this or at least acknowledge the issue.

KatrinaLO

Level 14

If you are having issues and need assistance, please contact customer support. Please see the Customer Support phone number here. If you would like to reach out through our website, please see the TurboTax FAQ below for contact information: https://support.turbotax.intuit.com/contact/

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

234w3rserf---

Level 2

Instead of choosing "NetXInvestor" or "Pershing", I chose "Securian Financial Services" and was FINALLY able to connect my account. Hope this works for you! @yecart

DTGV2615

Level 2

Unfortunately, I haven't got to the issues mentioned here. I can't seem to get past the sign on process... I select the option I've used in the past, then enter the same information I use to sign into NetXInvestor.com. TurboTax accepts the information and brings up a dialogue box telling me it is attempting to establish a secure connection, then it leaves me on the sign data screen. No error message, no panel movement, just stuck on the same screen. Anyone else having this issue?

yecartAuthor

Level 2

My suspicion is that you are trying too early to file. I called a week ago and they said Pershing wouldn't be available for import until mid March. I suggest you hold off until then. Last year I entered everything manually and then they fixed all bugs mid March.

DTGV2615

Level 2

Thanks for the response! I’ll monitor the situation and give it another try after the 15th.

tSarmqan12

Level 2

where did you find the document ID required for download?

TiffanyL

Level 11

Could you tell us where at in the program is it asking for a document ID?

@tSarmqan12

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

debbiedragonlady

Level 2

After reading the reviews for trouble signing in on NetXInvestor Pershing back in 2021 and 2022, I experienced the same problem with trying to connect today March 22, 2024.

The client used the same login to her brokerage, however, when the client used the same credentials to login to the brokerage account in TTO, the message says there "There was no account found".

All reports in this area, all say no problems for the last 5 years, but now since 2021, this link with Pershing is no successful.