[OT - non-Linux] TurboTax question

[Nathan Meyers]

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


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