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Get your taxes done using TurboTax
Apparently TurboTax's partnership with Bank of America is incomplete since they do not support a major part of this conglomerate. The bank bought Merrill Lynch in 2008, and you can import this part of their business, but not US Trust which they bought 2 years before. Why?
Yes, you can enter all the values in the 1099 forms into TurboTax, but it is error prone and very time consuming, especially the 1099-B when you have dozens of trades in the account. ☹️
February 17, 2024
11:29 AM