JeffMcClain
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Thank you for providing the sample upload. I matched EXACTLY the column names, however, I only had dates in my CSV. It was erroring and saying needed column nam...
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Keep in mind, that MANUALLY adding into the form may not perform the proper LIMITS to foreign tax credits computation OR ALT MIN testing, since Turbo Tax now do...
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Yup...same here. though I would strong recommend that you change it to "Various" rather than list it incorrectly all under Mexico. Still, it is so stupid how th...
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This (recommendation to create a bogus second 1099-DIV to break out the reporting to have multiple sources or to use "Various" or "RIC") is a BS "work around" a...
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You are INCORRECT on the indications from IRS to use RIC for multiple sources. They do NOT tell you to pick RIC when you have BOTH a Mutual Fund *and* legit oth...
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