rtsantana
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Make sure you have allowed third party access to your accounts. Also you need to set up your internet browser to allow LAN access in the security settings. I ha...
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Thanks so much. Ttax says only to input the RMD for this one acct. But offered no way to enter the RMD for accts with no distribution which put me at a standsti...
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Go to the forms view and confirm that ttax has created a substitute 1099 for every account. You will need to know what ones you should have
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I received only one 1099-r from the account that I took the entire RMD for multiple accounts. Ttax wants to know what the RMD is for the oneaccount, but not all...
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I use a chrome based browser (NORTON PRIVATE BROWSER) and was having all of these issues as described here. I found one answer that led me in the correct direct...
Activity Feed for rtsantana
- Posted Re: Import not pulling in any stock transactions-Fidelity or Vanguard on Investors & landlords. Tuesday
- Got Cheered for Re: How to report RMDs for multiple IRAs that are satisfied from by a single RMD event from one a.... March 7, 2026 6:20 PM
- Posted Re: How to report RMDs for multiple IRAs that are satisfied from by a single RMD event from one a... on Retirement tax questions. February 24, 2026 10:31 AM
- Cheered Re: How to report RMDs for multiple IRAs that are satisfied from by a single RMD event from one a... for RogerD1. February 24, 2026 10:27 AM
- Posted Re: Import not pulling in any stock transactions-Fidelity or Vanguard on Investors & landlords. February 23, 2026 2:16 PM
- Posted Re: How to report RMDs for multiple IRAs that are satisfied from by a single RMD event from one account. on Retirement tax questions. February 23, 2026 10:24 AM
- Posted Re: Import not pulling in any stock transactions-Fidelity or Vanguard on Investors & landlords. February 19, 2026 4:00 PM