BillT2
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Ar you trying to get the banks info or mutual fund info? My understanding is all the USAA mutual funds were taken over by Victory Capital - mine were. They are ...
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Not sure if you did it this way so...In TT get documents. Find victory capital/usaa (not USAA or victory capital by themselves).on your mutual fund1099 look for...
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I called Victory capital and they walked me through the process. My USAA/Victory capital funds transferred with no issues.You will need at least one of your mut...
Activity Feed for BillT2
- Posted Re: So far (3/7/2021) I am unable to import 1099 information from USAA. I put in my USAA logon id and the Tax Form Import Code but I get "Something unexpected happened..."? on Get your taxes done using TurboTax. February 19, 2022 8:32 AM
- Posted Re: So far (3/7/2021) I am unable to import 1099 information from USAA. I put in my USAA logon id and the Tax Form Import Code but I get "Something unexpected happened..."? on Get your taxes done using TurboTax. February 18, 2022 6:30 AM
- Posted Re: So far (3/7/2021) I am unable to import 1099 information from USAA. I put in my USAA logon id and the Tax Form Import Code but I get "Something unexpected happened..."? on Get your taxes done using TurboTax. February 12, 2022 10:31 AM