PaulaB
Level 3
02-07-2022
07:00 PM
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I used it successfully to attach capital transactions from a broker statement. It was helpful to save the time of doing all of the data entry. You can enter the totals and attach the broker statement as a pdf. I don't think there is a limited number of pdf attachments but could be incorrect. I don't think I would use it for a W-2 or other more routine entries.