jtf001
New Member

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?