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  • 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 If this doesn't apply to this year, you should be able to delete any forms from National Financial Services that carried over to your return
  • 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
  • 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
  • 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
  • Does TurboTax support downloads from National Financial? - Intuit
    Yes, it’s ridiculous National Financial Services cannot enable importation of client institutions’ tax data Even crazier there is no reasonable telephone number for inquiry A pretty good gig for them Solution: Move your financial accounts, brokerage accounts, etc to Merrill Lynch or Vanguard where importation is seamless and effective
  • Does anyone know about 1099-divs from national financial . . . - Intuit
    It is a brokerage company with which you most likely invested through either for investing, or retirement or any other financial service 1099-DIV is a form which you receive when the stocks or securities you invested in gives dividends Depending on how it was issued, it may be taxable income and you will have to report it on your tax return
  • Import of 1099 from National Financial does not work
    How to report this kind of problem: I deleted an import from a financial institution, but turbotax home business did not delete the related 1099-B Wks (10 pages) in Get your taxes done using TurboTax
  • 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
  • Should I request help from a professional? Today I received a . . . - Intuit
    The letter received is addressed by the IRS and it estates that "National Financial Services LLC" which is a third party that seems to work under fidelity has different information that I reported although my taxes included the sales of said stock
  • 1099-B details are not importing from National Financial - Intuit
    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 accounts OK) I leave the box





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