Import Summary - updating Stocks, Mutual Funds, Bonds, Other

ftbaum — Thu, 18 Mar 2021 02:05:21 GMT

I imported my financial institutions documents to populate Interest and Dividends and Investment Income. When updating in Easy Step Stocks, Mutual Funds, Bonds, Other “needs review,” the program “does not respond” on both the Windows and Mac platforms. Technical support thought it was internet connection and windows updates for windows. After connecting my laptop to Ethernet and downloading the program after windows updates, the program continued to “not respond” when updating investment income. It updated the “needs review” for interest and dividends without exception on both platforms leading me to believe there is a program bug. Another reason I suspect a bug in the Easy Step program is the fact that the forms updated with all the data including Schedule D which is what Easy Step is trying to Update the “needs review.”

Re: Import Summary - updating Stocks, Mutual Funds, Bonds, Other

CarissaM — Mon, 22 Mar 2021 23:32:00 GMT

Please follow the instructions here to manually update the program to the latest updated version.

If you are unable to continue, please click here to contact customer support.

Re: Import Summary - updating Stocks, Mutual Funds, Bonds, Other

ftbaum — Tue, 23 Mar 2021 01:09:10 GMT

the posted link does not work

topic Import Summary - updating Stocks, Mutual Funds, Bonds, Other in Get your taxes done using TurboTax

Import Summary - updating Stocks, Mutual Funds, Bonds, Other

Re: Import Summary - updating Stocks, Mutual Funds, Bonds, Other

Re: Import Summary - updating Stocks, Mutual Funds, Bonds, Other