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To answer my own question, proceed as if it is TurboTax, and it will work.
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Has anyone succeeded in getting a direct 1099-B download from Interactive Brokers.I am fairly sure I have to begin with IB's Reports/Configure Third-Party Servi...
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Yes. And also with Schwab.
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Import/Tax Import/Import Client Data from Online Accounts Now is live for an individual return but greyed out for a Fiduciary (CRUT) return. Is this on purpose?...
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