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Get your taxes done using TurboTax
Thanks @GeorgeM777 that's what I did. As unpleasant as having to entering the 1099-B data manually was (rather than TurboTax importing it as it always has in previous years), I was further surprised that TurboTax then failed to import the 1099-R, 1099-DIV, and 1099-INT from Fidelity - always giving the error that "1099-B import was unsuccessful" even though these were not 1099-Bs! So everything had to be entered manually.
My remaining question is whether I indeed need to mail a couple of hundred pages in the physical mail now as well, or are the summaries I put in sufficient?
March 30, 2023
9:07 AM