Hi Alan and all,
First time user here. Decided to move on from TaxAct after many years because of some issue last year with some forms which I'm now trying to resolve with the IRS. Was happy to see basic info and W-2 import worked smoothly into my 2020 Premier Windows software.
I initially had issues with import working due to third-party access being disabled, but then I fixed it and it was able to import. My issue is that it only imported the 1099-DIV section, when the more interesting and involved 1099-B. When I looked at the forms available, they had the 1099-B PDF available separately, but for some reason it isn't included in the composite PDF. I don't know if this is something known that should be resolved and if so when. If anyone has info on this please share. I'll also try querying Schwab on it.
