Kormanyos
New Member

Get your taxes done using TurboTax

Morgan

Stanley reports OID in lump sum  in transfer to turbo. TT will not allow e filing without doing worksheet.  The  tax owed/refund number changes each time I add oid amount even the lump sum OID  already in calc. Also worksheet is asking for address and zip in each bond .  18 bonds. Given Morgan transferred gross number how can I file withou worksheet.