Problems with importing from Edward Jones, Morgan Stanley, Schwab, Fidelity, etc., etc., can't be each of these firms has issues... might look at TT software problems. Just wondering if a couple of 3rd level TT Software pros (if any) might setup some time to test, evaluate, and FIX the clear problem many loyal TT users are having with importing 1099s, etc. into many versions of TT software.
Your message is spot-on... I've had issues in 2022 and 2023 importing a 1099-R from Fidelity Investments regarding my Required Minimum Distribution (RMD) from a Traditional IRA account. After importing, many hours wasted with several TT Tax consultants attempting to fix an erronously reported error that "must be fixed" in my NY State e-filed return that resulted from subject imported 1099-R. One consultant helped... likely seen this TT Online Software import issue before... going back to the federal return, deleted the imported Fidelity 1099, added a new 1099-R, and entered the RMD data manually.
Suggestion: ditch the TT 1099 import feature, and enter your 1099 data manually... this will save lots of grief and time working with TT "experts" to resolve many apparent software issues with 1099 importing to TT softaware.
