Hi All,
Been researching this for a week or two. Talked with my Investment Advisor, who is an Executive Director of Wealth Management at Morgan. We discussed the item which is clearly on their 1099 (with details) and it is no where to be found in TT. It appears to be an accurate item. I can see all of the details on their tax docs.
FYI - I did the direct download for Morgan in TT.
How should I proceed? There are two current 1099-INT worksheets for Morgan. One has $ .70 and the other has $ .12. I guess I could add it to one of these? Or make a new one?
I'm still unsure if it should be included. It certainly appears to be a real #. Appreciate any advice.
Thx Dave
