Fidelity released Corrected (revised) 1099-DIV Tax Report Statements to me in March. Since these superseded the first Tax Report data, I deleted the originally downloaded information from my Turbotax and imported the corrected (revised) tax info. Problematically, wrong values populated 1099-DIV Line 1a (Total Ordinary Div), Line 3 (Non-dividend Distributions), and Line 7 (Foreign Tax Paid). These did not match the corrected 1099s. They also didn’t equal the first Tax Report Stmts which had imported accurately earlier. So the problem isn’t related to import of initial Tax Report Stmts from Fidelity. Plus the same field entry errors happened when I imported using on-line and locally installed Turbotax Premier.
Has anyone had this problem? Is this a systemic error?
If I manually edit those incorrect Lines 1a, 3, and 7, then entries won’t match imported Worksheets’ sum of the hundreds of individual transactions that make up those values. I obviously don’t want to waste time to review and edit all of them.
I welcome insights for an effective work-around or solution. Thanks, all.
