Retirement tax questions

Hi SteamTrain,

 

Thank you for the reply.  I am a very old punch card guy with FORTRAN and IBM ASSEMBLER experience, so the concept of re-entering a form with a standard electronic exchange format violates all concepts of data integrity.   The Charles Schwab downloads are flawless and migrate to TT fine.   This is a worrisome issue and TT needs to state to the users that downloading data is not reliable and that the data need to be double checked.  Furthermore, the error checking needs to cross check obvious errors like the distribution and withholding for a state return are identical.  These are simple QC checks that a user would expect TT to perform.  

 

Bad-Robot