I use HR Block software. My investment advisors changed brokers this
year to Interactive Brokers. Last year, HR Block software did not have
a connection to download 1099-B to their software, like they did for
others brokers such as T.D. Ameritrade, Schwab, etc.
I don't believe Turbo Tax did either.
Anyone know if either TTax or HRB have an agreement with Interactive
Brokers to get 1099-B information downloads?
I hate to move to TTax if they do, but if neither does, I'll stay with HRB.
I've called HRB, but they were not helpful.
- posted 1 year ago