National Financial Services Clients
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complying with the tax reporting requirements related to your
stock trading activity.
If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees.
If you use tax software, we can help you either
(1) import your data into H&R Block, TaxAct, or TurboTax or
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to your return.
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1099-B CSV Download
National Financial Services provides a downloadable CSV file containing your Form 1099-B information.
Go to mystreetscape.com/my/mmlisi
Go to "Accounts"
Click on your account number
Click on the Documents tab
Click on the Tax Documents tab
From the list of tax documents for the year, click on the CSV link.
1099-B Portable Document Format (PDF)
For tax year 2021, you may download your National Financial Services
file and submit it for processing.
If you have additional or newer information regarding
National Financial Services downloadable files,
please email us at