DaveF1006
Expert Alumni

Retirement tax questions

if you are having issues with the import feature, you may need to enter your forms manually in the return. If you have a large number of transactions to report, please view this Turbo Tax link for instructions on entering Summary Stock Transactions.

 

As far as technical issues, this is usually a miscommunication between our server and your financial institution and sometimes difficult for a technical team to determine a cause.

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