Yes, you are correct. I am preparing both our returns as Registered Domestic Partners. So:
1 - I have to build an IRS Return for each of us, so that we can file separately.
2 - I have to build a "fake married" IRS Return for both of us together, which I will NOT file, but which will allow me to generate a California State Return for us to file together.
So, while building the "married" return about 3 weeks after I built my own IRS Return, I just realized that the Import feature of TurboTax is no longer working for a Chase Investment account...
And my two questions are:
1 - Is this a temporary "break" and it's going to be working again soon?
2 - Can I trust the original import that I did with TurboTax from my Chase account? Has the import function been disabled for Chase because it results in errors in importing data? I am sure you can understand my concern here, but verifying everything is quite arduous considering the number of screens that I'd have to go through for each "trade" that Chase did on my managed account. I am talking hours of detailed verification work. And then, if I have to enter all the info from my Chase account manually into our "fake married" IRS Return, that's again several hours of work (in fact even more than the verification...)
Thank you. Patrick.
