I am receiving a message to contact Support for a refund because the software will not import my financial transactions from ETrade since they are > 3,000.
I have never experienced this before. I have used TT for 15+ years.
1) How should I handle filing my DIV, Cap Gains, etc? Can I enter the Summary level info and mail in the actual trade transaction history?
2) Does TT offer a more robust software option to import the full file?
3) How do I get a refund?
Thanks.
