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March 6, 2021
Question

Why does this not pull numbers from my brokerage

  • March 6, 2021
  • 1 reply
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1 reply

Employee
March 6, 2021

Is your brokerage listed in the import partners when you search for it at the import screen?  After choosing your brokerage did you enter your login credentials required?  What brokerage is it?

In what interview topic are you trying to do the import--1099-B, 1099-INT, 1099-DIV, etc.?