Hi -
I tried to import my 1099-INT PDF from Fidelity, but the program did not use the information from Box 1 ($732.07) but used the value from the last page of the form - "Details of 1099-INT Transactions". And only used the 1st month - January's value of $81.81.
I realize I can enter the correct value myself but this is disconcerting and I wanted to report this.
Since I'm not comfortable doing this manually, I will try to import using the "online" method once the program allows that. Currently it has an "IMPORT AVAILABLE" column with all forms specified as January 31, 2024.
Mike
