OMG....YES. I've been on the phone with both Edward Jones and TurboTax. Last TT was about an hour with 2 agents and a supervisor. I received an answer I'm not real 'sure' about; so, now I will call back and see if I get the same answer.
My first issue was after downloading the 'final figures' into TT there were lots of "needs review' notices. After contacting TT I was told to go into each 'sold fund' and confirm lots of info. I'm at CDs but don't see a correct option to pick for 'what type of investment I sold'. Not happy; but, not sure whose really responsible. TurboTax, Edward Jones or ME!?
