Question about your tax preparer- Page 2
Question about your tax preparer
#25Question about your tax preparer
Posted: 2/25/10 at 1:41am
Fidelity may well have a feed that can be uploaded directly to turbo tax. The distribution/interest payments will be aggregated together, and reported. There should also be indications of a purchase or sale of a stock/fund/bond etc.
The ideal situation is if they can just import all of the relevant data directly into turbo tax, without you manually having to input it.
Here is the link for Fidelity that discusses this option.
Good luck.
Importing Data
#26Question about your tax preparer
Posted: 2/25/10 at 2:04amI pay $75 to a firm in North Jersey. I just overnight the stuff to them and they do it all.
#27Question about your tax preparer
Posted: 2/25/10 at 10:41amYWIW, you've been a great help to me, thank you for going out of your way.
#28Question about your tax preparer
Posted: 2/27/10 at 5:27pmI just did the turbo tax and finished but it seems to be stuck on update for around 20 minutes. Is it supposed to do this?
#29Question about your tax preparer
Posted: 2/27/10 at 5:37pm
I never do it online, so I can't tell you. I always buy the software, run the updates (which can take some time, depending on how many forms need to be updated), and then start filling in info.
If there is a task bar showing progress and it continues to move, I would just hold tight.
(It may also depend on the speed of the connection).
#30Question about your tax preparer
Posted: 2/27/10 at 5:42pm
That's what I thought, but I went ahead and clicked on the next task two times to speed it along. . oy. Maybe it takes so much time because lots of people are filing. I'll just wait.
Thanks, YWIW
#32Question about your tax preparer
Posted: 2/27/10 at 5:56pmI have to do the whole thing over, which took me more than 2 hrs!
#33Question about your tax preparer
Posted: 2/27/10 at 6:20pmYou were using the online tool? Because with laptop version, you can save the work.
#34Question about your tax preparer
Posted: 2/27/10 at 7:01pmFor some lucky reason, I quit my desk top procedure, logged on with my laptop, and was able to continue from where I left off. Now I'm having trouble printing the return, but everything with me gets screwed up so I'm used to this!
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