When you are trying to import information directly from a financial institution or brokerage for your interest or dividends and stock sales, each company has different requirements to follow to access the information from them and have it imported into TurboTax.
When you select the financial institution, there will be information on your TurboTax screen telling you what information you will need to provide to initiate the import and where to find it. The 'tracking number' being referenced in the questions above refer to one specific financial institutions instructions. The tracking number is probably shown somewhere on the physical paper form that was received from that company. The specific details will be onscreen for your particular financial institution.
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