Beyond TurboTax: Which Brokers Are Best at Tax Time

Editor's Note: This is the second part of a two-part series on the best brokers at tax time. Be sure to read Part 1.

Fidelity is a real tax-time standout with its TurboTax download feature, as I featured in Thursday's column. But even if you're not the TurboTax type, there's plenty your broker can do to help you at tax time. Plenty more, unfortunately, than many brokers do now.

Tax time is when the service side of a broker really shows its strengths or shortcomings. If you've been paying fancy commissions all year, now's when you should be getting something for your money. If you've gone the ultra-discount route, any broker hassles you encounter trying to prepare your taxes should make you rethink whether the savings are worth it. ...