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New Member
posted May 1, 2021 10:10:59 AM

What do I do with the personal tax package that I received from TD Wealth?

0 2 553
2 Replies
Moderator
Jan 20, 2022 1:21:30 PM

You may want to talk to someone at TD Wealth and ask what the personal tax package is for. It may contain information that you need for your tax return, or it may just be for your personal information only.

 

If you have TurboTax Live Assist & Review, see this TurboTax FAQ to learn how to talk to a Tax Expert or book a review: In TurboTax Live Assist & Review, how do I talk to a tax expert?

Level 2
Jan 20, 2022 3:19:41 PM

Very much agreed.  It will be well worth the money for expert help on this.