I switched from TaxAct to Turbotax hoping to use the import capability as I have many forms from TY2022. The results have been mixed, but mainly bad and ugly. Here is what I found. It would be great to hear the experiences from others.
- Vanguard Brokerage worked.
- Vanguard Fiduciary Trust (Mutual Funds) did not work. Maybe because I am no longer a Vanguard client.
- Fidelity (company pension held at Fidelity) did not work. No one at Fidelity seems to have any information about this.
- Fidelity HSA did not work. Again no one at Fidelity seems to have any information about this.
- Schwab didn't work but got a message saying import should work beginning February 18.
