Skip to main content
March 4, 2023
Question

Error on Import from a Brokerage account

  • March 4, 2023
  • 1 reply
  • 0 views

Greetings,

Getting this error when trying to import a 1099-B from a brokerage account. I believe Ally uses a separate clearinghouse / institution for generating tax documents, but my login is with Ally. So, I downloaded the tax form as a pdf. Now, how do I import this downloaded pdf tax form?

 

    1 reply

    March 4, 2023

    @arivermaster 

     

    You may want to check and make sure your financial institution or brokerage is a TurboTax 1099 partner. If it is and you are still having issues, please see the FAQ link provided below for assistance:

     

    What if I can't import my 1099?

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"