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Get your taxes done using TurboTax
Final post - here is the issue.
I have multiple brokerage accounts. When I try to update the last one, I get a message that informs me that I will have to submit the 1099 directly to the IRS (which is ridiculous, because this was reportable income from a major brokerage house and the IRS already has it). The "Back" key does not work at this point. Then, when I hit "continue" half of my other brokerage accounts show zero on the summary page for investment income.
I tried to call this in to TurboTax and ended up getting someone who barely spoke English, and we had a lot of trouble with things like names, email addresses, etc. So, I just give up and will work around it.
This error occurs 100% of the time for me.
March 16, 2024
10:06 AM