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On Thu, 19 Apr 2007 11:26:57 -0400 Nathan Meyers <nmeyers at javalinux.net> wrote: > 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. Thanks. -- Jerry Feldman <gaf at blu.org> Boston Linux and Unix user group http://www.blu.org PGP key id:C5061EA9 PGP Key fingerprint:053C 73EC 3AC1 5C44 3E14 9245 FB00 3ED5 C506 1EA9
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