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Get your taxes done using TurboTax
Two likely issues:
1) HAVING ANY ZERO BALANCE TRP ACCOUNTS CAN TOTALLY BLOCK THE LINKAGE BETWEEN TRP & TT.
2) HAVING ANY INHERITED ACCOUNTS CAN ALSO BLOCK THE UPLOADS.
This is SUPER frustrating because you'd think TRP and TT being partners (that refer clients to each other) would have figured out solid dataflow. TT should get on this, or I will be using other methods to do my taxes.
March 27, 2021
11:29 AM