Question

Does TurboTax support downloads from National Financial?

Forum|Forum|7 years ago
June 6, 2019
3 replies
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Employee

Yes, You can securely import Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID, and 1099-R into TurboTax, from National Financial. Please see all the financial institutions that are a participating TurboTax Import Partner.

Please see the screenshot below.

Related information:

Where do I enter a 1099-B?

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malichca

I was told by my broker that TurboTax is having a problem importing from national Financial. Is this true because I receive a message that the info is not available, yet I have a hard copy of the tax reporting statement.

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maryf3291

I am having the same problem with Financial Services LLC import .... getting a message that data is not available. National Financial told me to contact Turbo Tax for support. Any suggestions?

LeonardS

If you have a hard copy of your information from National Financial you may want to consider entering the information manually into TurboTax if you are unsure when or if National Financial will download your information.

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BluIdTi2gr

I'm having the same issue - cannot import from National Financial Services - it just says the data is unavailable. TurboTax really needs to fix this - entering 1099-Bs is very tedious. Why buy the software to make this easier so you can download when the downloads don't work???

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MichelleLO

You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

@BluIdTi2gr

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Marb3010

Yes, it’s ridiculous National Financial Services cannot enable importation of client institutions’ tax data. Even crazier there is no reasonable telephone number for inquiry. A pretty good gig for them.
Solution: Move your financial accounts, brokerage accounts, etc to Merrill Lynch or Vanguard where importation is seamless and effective. This is final tax season I’m manually entering the details. Very frustrating.

mar728