Interesting. It did not pull the information for me. When it did pull some of the data it later asked me to verify quite a few numbers on each DIV. That was imp...
Yes, I believe we figured that out. What we didn't get resolved is why TT can't handle composites when that's the industry standard. Are they not yet using AI p...
A Composite is just that- a composite of all the form types into a single document. Most investment platforms only offer this type of form. The form includes al...
I would appreciate an official response to this question as the Intuit Support Team cannot provide one. I spent over an hour troubleshooting with them trying to...
