M-MTax
Level 15

Get your taxes done using TurboTax

@GabiU 

 

This issue involves the capital gains section and interest/dividend importing.

 

The reports are that, most notably, Merrill Lynch-Merrill Edge is missing. Also missing are Prudential, Ivy, USAA, Putnam, and a few others. I'm not sure how many have merged or going by a different name, but the 1098/1099 list doesn't line up. 

 

 

 

The developers need to compare what is offered in the program against the following list:

 

https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/...