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Get your taxes done using TurboTax
I'm not sure why NetBenefits is a selection. 1099-R forms have (historically) never been available as tax import files from that Particular site...maybe they are going to change that...but I connected earlier this year and the wasn't anything there. I entered my 1099-R forms manually, as I always have to do.
I did get my regular Fidelity account downloads form the other brokerage account selection...1099-INT, -DIV and -B/8949
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 1, 2023
5:21 PM