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Get your taxes done using TurboTax
Thanks for replying, but not what I'm interested in. Old versions of your product allowed the ability to view individual institutional account numbers when inputting data: seems that feature has been dumbed down or deleted. Import from last year's taxes provides multiple data input boxes, but no way to discern which belongs to what account. This is annoying and ridiculous, as ownership varies by account(s). Unless a better solution arrives, going to have to delete and reinput all banking/brokerage information, which is the antithesis of my reason for staying with your company year-over-year in the first place... Very disappointed.
‎February 2, 2025
6:56 PM