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February 8, 2024
Question

Problem Importing Tax Summary 1099-B from National Financial (Fidelity Investments) to Turbo Tax

  • February 8, 2024
  • 1 reply
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I have used Turbo Tax TT) for several years.  But today, I'm not able to download Form 1099 B from National Financial (Fidelity).  TT is asking for WealthScape Investor ID and Password.  I normally use my Fidelity user ID and password to import 1099 B.  Do I need to register to WealthScape? Thanks, Sid

    1 reply

    February 8, 2024