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Get your taxes done using TurboTax
also, you might check with a Private Bank representative to see if they use separately-named provider for their tax import files. Like Fidelity actually uses a provider called National Financial Services (even though you can select "Fidelity" from the dropdown list and get it)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 8, 2023
8:25 AM