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Investors & landlords
Desktop version of TT
Hundreds of stock and bond transactions spread across a dozen+ separate brokerage accounts
In previous years you could call all entries up easily via selection of this section of data entry under 'topics' could then select which to correct, augment etc... None of that works anymore
Now when you call it up it using the topic "Stock, Mutual Fund, and Other Investment Sales" you are no longer presented with an accessible list of the entries made to date. Instead there's a much less robust list and one is unable to use that list to open ANY of the items IN the list for correction, change, supplemental entries, etc, etc Further, this list (in my case early in the process) now shows that one entry "Needs Review" but that is not a working link to click through nor is there ANY way to bring up what needs review much less whatever it is about the entry even needs review..... NOTHING in the list is accessible via this page whatsoever