@2kwaldo16 wrote:
The information on the brokers statement was correct. As with other financial institutions, turbotax has me log in and they download the information and insert into the forms. The information downloaded for all but was institution was correct. The information downloaded by turbotax was completely wrong. Only for one institution. And no, I did not go over it as I have never had this problem before and get statements electronically, so did not have paper in hand.
You always owe your correct income tax. At most, the accuracy guarantee would cover any penalties and interest due to a program mistake. You must file your claim within 30 days of receiving the IRS notice.
