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It can import tax records but only if this companies allow it to be done thru the system is my understanding. It will do W2's too as long as the company allows it to be imported. You could probably go to their website and ask the question for your financial recording company.
Sorry, there was a problem. Please try again later.Yes, I have done it from TD Ameritrade. You need to call TD's help line to get the correct login credentials to download the info. It's not your regular account login.
Sorry, there was a problem. Please try again later.Yes it does
Sorry, there was a problem. Please try again later.You can manually put in online info from Fidelity and TD Ameritrade.
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