So, I'm using Turbo Tax for doing a 'mock' joint return to see if I can match what our CPA comes up with for this year, with my plan of going it alone for 2015 if I can match or beat the CPA's results.
My DW has a lot of after tax brokerage accounts using Sharebuilder.
It sure would be easy if I could get her to log into her brokerage account and let Turbo Tax suck in the tax data, but she is reluctant to do this.
Does anyone know if the login info and password for these downloads while in Turbo Tax are session based/temporary and not retained by Turbo Tax so that I can allay the concerns (valid ones I admit) of my DW?
Thanks!
My DW has a lot of after tax brokerage accounts using Sharebuilder.
It sure would be easy if I could get her to log into her brokerage account and let Turbo Tax suck in the tax data, but she is reluctant to do this.
Does anyone know if the login info and password for these downloads while in Turbo Tax are session based/temporary and not retained by Turbo Tax so that I can allay the concerns (valid ones I admit) of my DW?
Thanks!