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leongrob813
Returning Member

If I download information from FInancial Institution does it load all information or do I need to go through each line item, ie Interest, dividend, etc

 
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2 Replies

If I download information from FInancial Institution does it load all information or do I need to go through each line item, ie Interest, dividend, etc

While the electronic transfer of data should be accurate, you are responsible for what is reported in your return. You should trust but verify. 

If I download information from FInancial Institution does it load all information or do I need to go through each line item, ie Interest, dividend, etc

Maybe not everything. Info could be missing if you had foreign tax credits or had investments in widely held fixed-income trusts.  Municipal interest may or may not be taxable in your state if it has an income tax 

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