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April 11, 2023
Question

Should Netxinvestor clients just not use TurboTax??

  • April 11, 2023
  • 1 reply
  • 0 views

Been trying for over a week simply to get TurboTax to import my 1099. All the "help" search results just show years of this problem without solutions. I've made calls to both, TurboTax suggested I clear history then switch browsers, then that I create a new NetXInvestor  password. Did all that, none worked. Then they suggested I  call NetXInvestor to have them take down the additional security blocking the connection. Seems like if you receive a 1099 from  "trusted partner" NetXInvestor, Turbo Tax is never an option.

1 reply

April 12, 2023

Please see What if I can't import my 1099? for instructions.  

 

If you need additional assistance, please feel free to contact Customer Support so you can speak with a different TurboTax representative who can assist you. 

@FrustratedInJersey