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Get your taxes done using TurboTax
Not sure if you downloading info from Edward Jones; I have. It goes where is supposed to go...HOWEVER, I have 'Needs Review' on many of them. I had to into all 'sales' and confirm S/T or L/T; then Covered or NonCovered; How I received it; and, finally what type of investment it was. That's my issue. I was able to select most of our sales of funds, etc.; however, we had some CDs...that's not an option. 2 calls to TT and 1 to EJ gave me 2 options. I will now call TT again and see what I here this time; 2 out of 3 wins!
March 8, 2024
1:15 PM