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Showing content with the highest reputation on 02/27/2024 in all areas
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Tom, it might be the biggest one out there -- Schwab.2 points
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Wow, obviously Schwab's reporting system isn't categorizing the dividends properly. They merged with, or bought out, Ameritrade during 2023, so I suspect that this error may be related to that and that a correct form will be issued.1 point
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You can try, but for the most part they mail checks. Also please note that the Form 1310 has to be appended as a pdf, but they *still* claim they never got it, about 2/3 of the time.1 point
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Which one? I want to watch out for them. Thanks Tom Longview, TX1 point
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If he won't help, there's not much you can do - except to tell him you cannot prepare the final return based on air and wild guesses. You are not letting her down - he is.1 point