Tax Year Prior to 2020: Import 1099 from Pershing

[ngca]

Worked for me too 🥳

[hugheshokies]

Pershing tax information still not available to import into TurboTax ... and its March 21.  Any updates from anyone?

[ngca]

It was available for me from last week.  I used the newer website at investor.pershing.com   When you login to the website can you see your 1099 document there?

[LinaJ2020]

Another possible workaround on this would be to update your settings in your Pershing online account to allow the import. Without updating the settings, it's possible the banking authority is blocking TurboTax from accessing the account. Please update these settings from your account online.  You may need to call in your bank to get more information on this.  

If this one does not work, you would have to manually enter, unfortunately.   

[wilhouse]

it's 3CR

wilhouse

[gannawdm]

How was this resolved last year?  I'm seeing the same issue this year.  My 1099s are available on the Pershing website, but the import says that 1099s are not yet available.  Anybody know how to make the import work?

[ngca]

I think it took a few days after the 1099 were available before they were ready for importing. 

[Emptynester61]

Agreed.  I believe at took 24 hrs for mine to be accessible.  

[gannawdm]

https://youtu.be/uMyCa35_mOg

[wilhouse]

There's no way I'm clicking on this link.

[gannawdm]

C’mon!  It’s Tom Petty!  I promise!  Do any scammers work this hard to get you to click a link?  

[wilhouse]

yeah, nope.

[ngca]

My forms were available to import  today. 

[wilhouse]

My forms were available for import a few days ago, but it didn't work.

Today, I got an email from pershing saying my tax forms were available. 

Turbo Tax found the forms the first time and imported them.

wilhouse