Thanks for the very detailed response. I searched this topic in TT but didn't find all the valuable information you mentioned. Obviouly didn't use the proper search words.
Though I am a CPA I have only done taxes for family using TT and no tax classes until this year at AARP as a volunteer. I went directly to the IL website and filed online using what I feel is the correct interest accumulation. I plan to tell my investment advisor I don't want to purchase anything that generates a Schedule D.
