Thanks for the reply. I think I did mention I tried several different firms (not netbenefits) and they all fail to perform as expected. if they're not going to ...
I have tried this multiples thru today (28th). Offers import (desktop), goes to website, says "success" and return to TT, then a blank 1099-r appears - to be co...
agree that it doesn't work as it should at least not for me. as for being institution specific, I tried several large reputable ones (Vanguard, Fidelity, TIAA.....
1099-r record created, but completely blank. Tried today (1/27 - and before), multiple institutions (TIAA, Vanguard, Empower, Fidelity). Ran update. The browser...
