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Get your taxes done using TurboTax
fanfare:
Thank you and I'll use your answer to close this discussion. I say that because our mutual funds were in a "mutual fund account" at USAA, now they're in a brokerage account at Schwab.
Again, this is a new experience for me and I didn't want to post this question in late January/early February.
I appreciate your wisdom and counsel.
‎December 27, 2020
8:59 AM