Best tax self-service platform for hassle-free import of TD Ameritrade 1099b?

lmk99

Active member
VIP
Last year I used H&R Block to file my taxes online. Importing the 1099b with my trade history worked effortlessly. This year H&R Block somehow screwed up the importing functionality, so that I'm having to manually go through each trade to select "various" if it's not one acquisition date, as well as manually select "basis already reported to IRS" for every trade. Even after going to all this trouble I'm not sure if the capital gain will calculate and reflect correctly on the actual tax return form when I go to file. Am unhappy that they hid the broken functionality by not letting me preview the return until I'd already paid, as it was only then that I had a way of seeing the imported data was wrong. I will never use them again after this.

Can anyone recommend an affordable tax prep self-service site/platform that always reliably works for importing the 1099b form?
 

worthingtonducote

New member
I always use H&R Block to file my tax return. I've never had a problem with this platform, so I don't even know what to advise you. You can try https://www.humaninvesting.com/financial-planning, which will allow you to plan the income you receive, distribute it properly and always stay in the black. Having a lot of capital, you may be having trouble with cash flow. Experienced business people use various financial planning tools to always stay in the black. A man who always develops and improves his knowledge and skills achieves high results.
 

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