When I import from my investment account, is all relevant tax-related info received in the one download? I'm thinking interest, dividends, brokerage fees. Thx

[mike-davis]

Management fees are not imported. If you have mutual funds, you will also need to add information about any state exempt interest and income from us obligations. This info will lower your tax bill and is easy to forget to enter. Thus info may be on your 1099 but is not imported.