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Level 2
posted Mar 13, 2022 9:12:01 PM

Why would a 1099 DIV imported from Fidelity Brokerage fill the form payer name as National Financial Services LLC instead? My paper form says Fidelity.

Should I change the name to Fidelity in Turbotax?

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1 Replies
Level 15
Mar 13, 2022 9:24:14 PM

On the right side of the paper form, doesn't it say "Payer's Name and Address: NATIONAL FINANCIAL SERVICES LLC"? That's the actual payer for Fidelity Brokerage Services, and that's what's filed with the IRS. Leave it the way it was imported.