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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.
March 5, 2024
8:24 AM