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It's a long story, but I will probably be filing on paper.Yeah, that's I. I'm not a CPA, but a HNWI who (1) likes to do his own return and (2) files forms that ...
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As you can see from my posting history, I am finding the 1099 imports to be a major hassle this year. I cannot get Fidelity or Morgan Stanley to work at all (th...
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I've failed on both Fidelity and Morgan Stanley, stating that there is no tax form for the account, or that there are no accounts of the correct type. I don't s...
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The consolidated 1099 is available as a PDF, but Lacerte is unable to find any tax forms using the Tax Form Dropoff. Is this is major issue, or just a temporary...
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To answer my own question, proceed as if it is TurboTax, and it will work.