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True, but only if you don't use Turbo Tax. My first year after graduating (and dabbling in stocks/ETFs) I had a painful time filling it out manually on H&R Blo
by sushid 10y ago
True, but only if you don't use Turbo Tax.
My first year after graduating (and dabbling in stocks/ETFs) I had a painful time filling it out manually on H&R Block. Last year, Robinhood's integration made it so easy that I was both simultaneously pissed that I'm pretty much locked into Turbo Tax and amazed that it's so nice with all its integrations (e.g. also works on Lending Club, Wealthfront, etc).
- prostoalex 10y agoDid H&R Block software not support your specific brokerage? Pulling in consolidated 1099s from major brokerage houses seems to be a relatively well-solved problem in tax prep world.
- Jach 10y agoI had an inherited Edward Jones account and brought my many paged paper copy to a local H&R block, it baffled the employee for a bit but he eventually figured it out and did a lot of manual things. Used Turbotax this year and it slurped my Vanguard data without issue. They also support EJ so I bet if I still had that it would be much more straightforward.
- sushid 10y agoA bit late, but no. I don't recall if I had Interactive Brokers at the time, but it didn't support Wealthfront or Robinhood.