Thanks for posting
I got SS
I'm a C11 - Upscale boomer-aged couples living in city and close-in suburbs - I guess that's right.
CustValSeg - 8
smMqmBal was my rollover amount
Home value amount was the recent appraisal from last years refinance - too low.
Income was correct from last years return - perhaps they got that info from the refinance?
Last edited by Tomphot; Jan 25, 2013 at 6:12 am