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PAHS
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WealthScape investor ID

I want to connect to a financial institution. it is asking my wealthscape investor id. what is that? where do i find it

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MonikaK1
Expert Alumni

WealthScape investor ID

Are you looking for your WealthScape investor ID so that you can import tax documents? You would need to get that information from your brokerage or employer.

 

If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) after January 31, 2025. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2025.

 

I don't see WealthScape listed at the website noted above. If you are certain that your brokerage is a TurboTax Import Partner, check with them for the correct name to select for importing. 

 

Check here for updates to the Help Article with this information.

 

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