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Get your taxes done using TurboTax
Both E*Trade and Charles Schwab both do provides this information in the TT download. TT does not warn the customer that (at very least) the data was unprocessed. This caused me to file an incorrect return to IRS which I now have to amend. When I inquired with TT, the associate told me that i just needed to upgrade to Premier. As you can see on this post, that does NOT solve the problem. I hope this is of use to a customer. I have to go get straight with the IRS.
‎February 15, 2020
10:26 AM