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Investors & landlords
It is my opinion that the problem is the number of transactions - why does TT import all transactions? Why not just the summaries??
I called WF Friday and today (Monday) - I was told that WF team was working with TT. I even changed my password - no difference, still couldn't download. I asked what constituted a transaction because I do not trade very much - every dividend, every sale, every reinvestment, etc. I can see where the maximum could be easily surpassed.
I asked WF to unlink my IRA's since I had already entered those by hand - one of the reps Friday said that he could do it, but the rep today said that it could not be done.
‎February 21, 2022
8:18 AM