FiveDriver
Full time employment: Posting here.
Sitting here ruminating over my morning coffee. Almost all our 1099's and such have arrived by now. Our Return should be pretty easy this year, no ACA, no Home Office deduction, only 1 Capital Loss to report.
I'm wondering about the following....
Submitting our return MFJ, and Dear Wife has her Fido stuff under a separate Account number. I've never used this Fidelity Download Feature before. I'm sure this situation is not a rarity....How do they handle the separate downloads ??
Do I log on to her Fido Account and import her tax data as a separate step ?? Does the TT software match on her Social Security ?
I want to make sure I touch all the bases.
I'm wondering about the following....
Submitting our return MFJ, and Dear Wife has her Fido stuff under a separate Account number. I've never used this Fidelity Download Feature before. I'm sure this situation is not a rarity....How do they handle the separate downloads ??
Do I log on to her Fido Account and import her tax data as a separate step ?? Does the TT software match on her Social Security ?
I want to make sure I touch all the bases.