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posted Jun 3, 2019 1:48:27 PM

Thanx in advance! I need to correct my spouses name in the advance info section, pre-purchase. ie...I've started the tax return before paying.

My referrer told me that the Ameritrade data from 2018 would upload automatically....How can I verify that this has been done?  Haven't paid yet.

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1 Best answer
Level 15
Jun 3, 2019 1:48:28 PM

Update any names, etc. under My Info

No it doesn’t import it automatically.  
https://ttlc.intuit.com/replies/3389470

1 Replies
Level 15
Jun 3, 2019 1:48:28 PM

Update any names, etc. under My Info

No it doesn’t import it automatically.  
https://ttlc.intuit.com/replies/3389470