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Rory Wheeler
February 10, 2024
Question

Import from Brokerage Account

  • February 10, 2024
  • 1 reply
  • 0 views

Did the 2023 1099/1098 TurboTax Import Partners change from previous years?  I have been able to import my 1099 information from Securities America in previous years, but I don't see Securities America in the list when I try to import!

 

Thanks,

Rory

    1 reply

    SteamTrain
    SteamTrain
    February 11, 2024

    It certainly can change...there are actually a couple some of us think they should remove....sometimes the brokers use a download provider with a different name, so ask an advisor at Securities America if that might be the case.

     

    Here's the current list...

    Partner List - Tax Import | Intuit

     

     

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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