Betterment cannot control which versions With Betterment, you can automatically import your tax information into TurboTax. Note that we do not currently support integration with Quicken. Which robo-advisor is the best for you? What account type do you plan to open? Regular taxable. Joint Accounts. How much do you have to invest?
Do you want access to human financial advisors, or is a digital-only option OK with you? Full digital automation. Access to human advisors. Best For: low account balances, beginner investors. Subscribe to our email newsletters optional. Sign Up For Free. Robo-Advisors Free Training We put together a free 30 minute video training that walks you through the entire process, step by step.
At his day job, Ed helps clients plan for retirement, manage their investments, and navigate their tax situation.
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Here are some of the tools and services to help your portfolio grow. Robinhood Robinhood provides an easy-to-use free trading platform for beginner investors. Get a free stock when you open an account below. Please see the attached for more information on how to save your tax return as a PDF. Printing a copy of your return after e-file. Help with getting a copy of your return has been provided by clicking here. Why sign in to the Community?
Submit a question Check your notifications Sign in to the Community or Sign in to TurboTax and start working on your taxes. Community : Discussions : Taxes : After you file : I can't download pdfs of my return. Software says Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:.
Level 2. I can't download pdfs of my return. Software says is it will be pdf and ask what you want it for loan, irs etc.
The cost basis is the amount of money you paid to purchase the shares that are being sold, with possible adjustments for wash sales and non-dividend distributions. When dividends are paid, it may take two or three days for the reinvestment in your account to complete. Dividend reinvestment trades are displayed on Activity on the date the transaction completes. However, dividends are reported on your tax forms on the date they were paid, which will be several days prior to the date of reinvestment.
A DIV form reports dividends a customer received during the year. You can then download a CSV statement to total up dividend activity for that year. Please note that The DIV reflects dividend payments received and capital gains distributions from stocks you own. You will receive one by Feb. A INT form reports interest received during the year. The R reports distributions from retirement accounts, like IRAs and k s.
We cannot make changes to Box 2a of the R. I can't download my tax return from , it won't open the form and when I save it it's not in PDF format. Intuit Alumni. I can't download my tax return from , it won't open the form and when I save it it's not in PDF format You may want to try clearing your browser's cache and delete the cookies stored on your computer as this can keep TurboTax from functioning properly.
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