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Fidelity import only has one 1099-R
I'm using the Turbo Tax (Mac) form import for Fidelity. The connection works fine (userid, password etc) but it's only importing the 1099-R from my IRA contribution. It's not importing my other 1099-R from my 401k after-tax contributions. I see the missing form in Fidelity's online site directly, it's just missing from import. Does anyone know why? I am pretty sure that in 2021 it imported both successfully.
‎February 1, 2023
9:08 AM