I have installed it, but have not started my taxes.
Let me clarify my question. I have a friend who is a professional tax person .
He said I would just download the info from schwab for my federal return, just like a regular investment account.
He did my PA return (RK1) for the trust.. He has numbers from the PA return that have to on PA Schedule J when I do the PA return. Plus he gave me some other info to go on the PA return.
I haven't picked up the PA return yet. I will be getting it later today.
