Tax Year Prior to 2020: Pershing net advisor is not loading onto my turbo tax. It’s listed as financial institution connected to turbo tax

[GiseleD]

If you are not able to import your 1099-B, you will have to enter it manually:

Here's where you enter your 1099-B in TurboTax:

1. Open (continue) your return if it isn't already open.
2. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019?
   • If you see Here's the info we have for these investment sales, select Add More Sales.
4. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
5. At Let's get your tax info, choose type it in yourself.
6. Follow the instructions.

[upsetwithyou]

1. last year I was able to import from Pershing Net Advisor

2. this year it is listed as one of the entities from which I can download

3. this year I cannot download

4. this is ridiculous. you are regressing.

[VictorW9]

So, what's the problem you are having? Are you able to log in to your brokerage account? Most of the time the problem usually lies with the brokerage institution. They too have to configure their systems to work with TurboTax.

[sherlock77]

Select NetXInvestor & it will work.  I found it by accident in a sheer panic.