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Investors & landlords
Andrew-I reread your question.
My account as setup by my employer does not allow import-so I typed everything in.
Also, I could not find this year’s 3922-well, I did find documents labeled 3922, but they seemed not to have the relevant 3922 information.
So I told Turbo tax I did not have the 3922 forms and used that method of entry. I have all the necessary tax data from my broker-just not on 3922 forms.
This should not matter, but I wanted to clarify that I inputted into TT different than you are attempting-no data import, and I answered no to the 3922 question.
Jack
March 7, 2021
8:41 PM