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baseballbikeski
New Member

So Turbo Tax does not recognise 2 rather large investment firms. What can I do?

I need to input income from 2 investment firms but Turbo Tax does not recognise them. Huh?
2 Replies
DoninGA
Level 15

So Turbo Tax does not recognise 2 rather large investment firms. What can I do?

See this TurboTax support FAQ for importing forms from a TurboTax financial institution partner - https://ttlc.intuit.com/turbotax-support/en-us/help-article/banking/import-1099/L73REMMxe_US_en_US?u...

rjs
Level 15
Level 15

So Turbo Tax does not recognise 2 rather large investment firms. What can I do?

What do you mean by "does not recognize"? Do you mean that the firms are not in the list of TurboTax import partners? It's up to the firm to decide whether or not to partner with TurboTax for importing. It doesn't depend on the size of the firm, and TurboTax cannot force them to be import partners. If they are not import partners, you will have to enter the 1099 information manually.

 

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