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Solved: What is National Financial services llc? - Intuit National Financial Services, LLC is a brokerage service, operating under Fidelity Brokerage Services Perhaps last year you sold stock or had an investment account of some kind with either of these entities
Solved: NY Life vs National Financial Services National Financial Services LLC (NFS) is a clearing firm that provides services to New York Life Investments You do not need to enter this by hand If you are unable to import the amounts, you can choose to enter manually, type in the information, and then your return will populate and you can e-file Type in the information as it appears on the 1099
any one has problem import Fidelity (National Financial Service ) to . . . Thank you for your response, I finally found the problem was for years we imported through the National Financial Service which was always included in TT drop-down selections However this year Fidelity is not using the National Financial Service to allow us clients to import our 2024 Tax statements
Does TurboTax support downloads from National Financial? - Intuit If you have a hard copy of your information from National Financial you may want to consider entering the information manually into TurboTax if you are unsure when or if National Financial will download your information
Who is National Financial Services LLC? - Intuit National Financial Services LLC is another name for Fidelity It is hard to tell why their site said you're not getting tax form from them, when if fact you received that You'll need to include information from the form to to you tax return
Import of 1099 from National Financial does not work The import screen says: Screen heading "Sign On to National Financial (Fidelity)" But detail request below is for User ID and Password for WealthScape Investor, not for Fidelity
Import of Wells Fargo NATIONAL FINANCIAL SERVICES LLC (fidelity) - Intuit Import of Wells Fargo NATIONAL FINANCIAL SERVICES LLC (fidelity) Has anyone been able to import from Wells Fargo NATIONAL FINANCIAL SERVICES LLC (fidelity) Wells Fargo I'm getting - You can ask the financial institution if you'll get this form, and return to import it when it's available
1099-B details are not importing from National Financial - Intuit 1099-B details are not importing from National Financial - Wealthscape I've been unsuccessful at importing my 1099-B information from my National Financial - Wealthscape accounts After entering my Wealthscape User ID and Password, the account listing screen opens and includes my two 1099-B accounts (so it seems like TT is accessing the