Pershing NetXInvestor 1099 Import

[CatinaT1]

If you are using TurboTax Online, try importing using a different browser.

If you use the Brave browser, you have to turn off the Brave Shields.

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[lntrinh1701]

If your advisor was Securian Financial Services (last year) and has changed to Cetera (this year), you will need to use a different Financial Org Number to import your 1099s. In my case, it was changed from 6MM (Securian) to 157 (Cetera). That did the trick and I've successfully imported my data into TT Premier 2023 now. Hope this helps others.