Question
Investments using TurboTax Deluxe
I downloaded 5 of our brokerage company tax documents (accounts) into TurboTax Deluxe. Later, TurboTax checked for these investment accounts. Only 2 of 5 accounts were shown. But, on one line item, it asked "Need Info" and it said "Yes". I edited this saying our brokerage company by itself and then, with the outstanding account numbers, separately. The next screen said "Untitled" and $0.00. I backed up and downloaded our Edward Jones tax documents several times but this didn't fix your page to show all our Edward Jones accounts. How can this be fixed?
