3 ms·
I share some skepticism, but I suspect some basic stuff may be supported (out of the gate or soon) - IRA/401k info may not be too difficult, at least with data
by lowercased 3y ago
I share some skepticism, but I suspect some basic stuff may be supported (out of the gate or soon) - IRA/401k info may not be too difficult, at least with data from major players (vanguard/fidelity/etc).
I bought and sold two houses, moved between states, and our family had two businesses as well as W2 income - all this over an 18 month period. I went to an HR Block ('big name, offices in multiple states, etc') and they made a lot of mistakes, took about 2 years to unwind the mess.