Yes. It gives me a message saying no documents avail to import. I see 1099 in Tax center. Last message I saw said they fixed in on Feb 27. It still does snot wo...
Thanks for your reply. But when one does lot of trading some wash sales will be there. I will put in a request for new feature where PDF form of 1099B can be at...
Thanks for your answer. BDA IRA is setup in surviving spouse's name. BDA IRA does not cause any penalty for early withdrawals. Based on what I read up on IRS we...
Thanks for your reply. Distribution code is 4 (Death) since it is inherited IRA account. 401K Plan was converted to IRA BDA plan 2018. This was the first distri...
