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Brokered CD reported on 1099-B after maturity, Need to upgrade TT?
Brokerage 1099-B includes a CD sold at maturity for no gain or loss. After entering the 1099-B via the access to brokerage, accurately reflecting the entry on the 1099-B, TT is telling me I have to upgrade my version of TT to complete this entry. Why is this really necessary?
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March 19, 2025
2:07 PM