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1099-B downloads from Computershare DO NOT WORK
Year after year, downloads from Computershare do not work. TT please fix this. My Computershare accounts are in the name of my family trust. Is that a problem? It shouldn't be. I have entered all of the many fields correctly, but one of them asks for Last Name. I have tried entering my last name (I'm the Trustee) and the full name of the trust. What is the problem???
March 27, 2024
9:08 AM