In doing my 2024 returns I realized that even though TurboTax says it automatically connects accounts, it did NOT automatically add documents. I had to go back to my 2023 returns to realize that it did not add investment documents even though it claimed it AUTOMATICALLY connected to my accounts. Also it’s overpriced.
Too much up selling, Too much up selling, Too much up selling, Too much up selling, Too much up selling, Too much up selling, Oh and Too much up selling.