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Level 1

Question

Problems importing from Pershing/NetXInvestor

Forum|Forum|2 years ago
December 3, 2023
2 replies
48 views

My Pershing portfolio consists of 2 accounts. There is a single p/w for the portfolio and no p/w for the individual accts. TurboTax imports data (1099s and transactions) via NetXInvestor properly for one account but ignores the other. I can view and print tax docs for both accounts from the brokerage and NetXInvestor. This occurred for both the 2021 and 2022 tax years. Would appreciate suggestions.

TurboTax Home & Biz Windows

Level 15

How do I contact TurboTax? (intuit.com)

Level 15

You may have better luck contacting Pershing since they may know of a work-around. note that some brokerages close off importing after a certain date.

Mike9241

Level 2

Contacting Pershing/NetXInvestor is of no help. They suggest contacting Turbotax.

Is the issue that NetXinvestor has one ID/PW for the blanket account and Turbortax is expecting a unique ID/PW combination for each account?

Manually entering this information sucks. That's the reason for the import in the first place. I'm pretty sure Turbotax doesn't give a **bleep**.

Level 15

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

See the following TurboTax Help articles for potential fixes:

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