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Importing multiple 1099-R docs from one company (TIAA)
I have 2 different accounts with TIAA: one is an annuity account and the other is a 403(b) account.
TT only allows me to import one of them using my login ID and password. Why can't TT import the information from both accounts?
My wife has three accounts with TIAA; same problem; TT will only import data from one account.
‎February 26, 2024
12:45 PM