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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 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
  • Does anyone know about 1099-divs from national financial services llc . . .
    Does anyone know about 1099-divs from "national financial services llc"--i have no idea what this is You'll need to sign in or create an account to connect with an expert
  • Where how do i get the Wealth Scape Investor Id? - Intuit
    Where how do i get the Wealth Scape Investor Id? I had the same problem, very frustrating My Fidelity reports list National Financial Services as the payer DON'T use National Financial Services when trying to import your data into Turbotax They will ask for a "Wealth Scape ID" Instead select Fidelity from the list Then it will allow you to sign onto your fidelity account directly
  • Solved: Is Bank or Brokerage the same as Payer? - Intuit
    Here is where it gets confusing Many financial institutions issue 1099s through subsidiaries or third-parties When that is the case, the name of Payer on the Form 1099 won't be name of the bank for brokerage For example, the Payer on Form 1099 for Fidelity Investment accounts is "National Financial Services, LLC"
  • 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
    I am having the same problem with Financial Services LLC import getting a message that data is not available National Financial told me to contact Turbo Tax for support
  • 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
  • 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





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