@mdhertrick
IF from Fidelity NetBenefits.......those have never been available in the special format to have them directly imported into any Tax software. (the same may not be true for their regular brokerage accounts, but I don't have any 1099-R from that source to test it )
SO far, unless they change their process in some future year, you'll have to enter them manually:
___________________________
Once you get into teh 1099-Interveiw
- Click on Change how I enter my form.
- Click on Type it in myself.
Then enter yoru data from the paper....or PDF form in front of you.
(I don't recommend using a PDF import either...too many errors...enter the data manually)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
