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May 11, 2021
Question

I uploaded my info from Edward Jones, but now I want to put it in myself. I cleared the return twice, but it will not let me put it in myself.

  • May 11, 2021
  • 1 reply
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1 reply

VolvoGirl
Employee
May 11, 2021

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself