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Unable to download 1099-R FOR PENSIONS from Fidelity into TurboTax desktop.
1099-R for pensions are available for download on "Fidelity NetBenefits", not "Fidelity Investments". Only "Fidelity Investments" is listed in the TurboTax download menu, but they only have 1099-R forms for 401k accounts, not pensions.
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At least for next year, could TurboTax please separately include "Fidelity NetBenefits" in the download list. Or contact Fidelity and figure out what needs to be done so that 1099-R for pensions can be downloaded directly into TurboTax. Thank you.
‎February 1, 2023
12:00 PM