I need to get as much of TT return done as possible before surgery. If I import figures from Edward Jones accounts now, the only ones ready are 1099R. I assume the 1099R will import. Will I be able to import the 1099I later when they are ready? Or should I just wait to import from Edward Jones when all figures are ready?
only EJ can answer your question.
some brokers do allow the import of a specific tax document and later you can come back to import a different one.
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