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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
  • 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
  • Does anyone know about 1099-divs from national financial services llc . . .
    Nat Financial Svcs is the company that provides the various tax document downloads for Fidelity Investments IF you import your Fidelity tax forms, that's the Provider Payer that is listed and used on the 1099-DIV, also the1099-INT, -OID, and Form1099B 8949 if you any of those too
  • Should I request help from a professional? Today I received a . . . - Intuit
    "I received a letter from National financial Services LLC with a large amount of money claiming it wasn't reported? " Unfortunately, it is not clear what this letter is referring to A 1099-B is typically used to report the proceeds from the sale of stock or other items If this LLC sent you the 1099-B, then I would have expected them to send
  • Has anyone had issue importing 1099 with National Financial Services . . .
    Has anyone had issue importing 1099 with National Financial Services from Avantax? There was an update last night that MAY have solved your issue Make sure you have the most updated software and try again
  • 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 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
  • 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


















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