I absolutely agree with the poor design of the download INT/DIV interface. I imported this year’s major portfolio accounts which apparently had slightly differe...
The new interface is indeed confusing and causes unnecessary manual review. In addition the account abbreviation at the top of the box is of no use if you have ...
Same situation as original post but three corrections on 1099. Ordinary dividends +$8, Qualified dividends -$8, and Foreign Taxes paid +$8. Is it necessary to a...
