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Get your taxes done using TurboTax
Just did this again and selected Fidelity from Turbotax to import data instead. Turbotax then popped up with a screen to enter my turbotax name and password first. Then I picked phone for them to send me a code which I entered. Then Fidelity Investments popped up and I had to log into my account. Then the 1099b etc. showed up and you pick what you need an import it. This worked. All the other years before on turbotax I just had the National Financial data imported more easily with just the account number from the 1099b and password.
Pretty convoluted system now. But problem solved.
‎February 27, 2023
5:27 AM