I'm getting ready to do our taxes in the next week. Hopefully it won't be such a pain for us!
You know what I thought was weird this year? Intuit sent us a copy of Turbo Tax Deluxe in the mail. I didn't request it or order it from anyone. We can go on and install it, but have to pay $39.99 to 'activate' that copy (it does include the Federal, State and free Federal online filing so it's not that bad.) Weird. Hopefully I can find it on sale locally for less
Sarah, take that 1099 back to your financial advisers and question them on why you're getting hit when they advised you otherwise. I'd expect that to be a routine question for them. Good luck!
Roses,
Christin