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Jerry Feldman wrote: > My daughter has yet to complete her taxes, but she does have Turbo tax. > She called me with a question the other night. > There is a feature, "import investments". To import investments from a > financial institution, does this require a user id/account number and > password, or does it require the SSN. I assume this is simply to get > the 1099 information. > > The reason for the question is that she will be calling me later as > apparently she does not have her broker's tax statement. I can download > it from the brokerage, but I was wondering exactly what Turbo Tax needs > to access online 1099 information. Based on my experience with two of the providers: both offer web-based account access. You need to have set that up - then use the same login credentials for importing from TurboTax. Nathan > > > ------------------------------------------------------------------------ > > _______________________________________________ > Discuss mailing list > Discuss at blu.org > http://lists.blu.org/mailman/listinfo/discuss -- This message has been scanned for viruses and dangerous content by MailScanner, and is believed to be clean.
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