[OT - non-Linux] TurboTax question

[Jerry Feldman]

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
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