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Import of Fidelity "Authorized" Account Tax Statements
With TTAX Premier, I am connecting to Fidelity brokerage and it sees my statements, but not my parent's ones for which I am "authorized" and I see them when I login direct to my Fidelity account. I can download those in CSV or PDF, but that does not allow me import them. Anyone know of a work around?
March 31, 2023
8:36 PM