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slevy2005
New Member

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

 
2 Replies

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

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?

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

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