Retirement tax questions

Yeh...in this public forum we eventually hear of occasional problems like yours.

 

Imports from Vanguard, Fidelity, Chas Schwab and the big boys is usually flawless, and have only rarely heard of tax form import errors from any of them.

 

The use of PDF or picture uploads, the past year or two (only started 2 or 3 years ago), has been the source of many complaints.  I tend to recommend to Never do it that way....maybe ~5 years from now I'll try it a few times to see what happens, if they continue to offer that "feature". 

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*