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Get your taxes done using TurboTax
I waited until the Fidelity tax information was finalized near the end of February. 2023.
There were two entries for auto-download of Fidelity account information for taxes. We imported from both as we have several accounts at Fidelity - taxable, IRA and Roth IRA accounts, and deferred compensation from spouse's deferred compensation account.
In the past, we did see that type of error a few times, typically over the weekend when systems were being updated.
March 8, 2023
8:17 AM