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Re: Fixing Error Code 800
Everyone has a cloud account for each data file whether you use mobile/web or not. It is likely that using different files interchangeably on different computers will corrupt the files. CC-800 is a c…1 -
Re: Transferring Vanguard Single Mutual Fund To Brokerage Account
You likely have this issue now given the age of the holdings that there are non-covered shares in each of the SMF accounts. Vanguard maintains a separate cost basis for the non-covered and covered gr…1 -
Re: Continuing problem: Initial Tax Planner tab display leaves out Realized Gain
I experienced this issue when using the Premier version but have not seen it since upgrading to Business. It may be a Premier issue. I'm wondering if any users from the 2023 thread are still experien…1 -
Re: Tax Planner is virtually useless
You're correct about the lack of import capability from H&R Block, but as to your other comment about data from the Quicken file, as the old saying goes, "garbage in, garbage out." If y…1