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Get your taxes done using TurboTax
The Fidelity representative might have meant that you can download a PDF of your consolidated 1099 statement from your account on the Fidelity web site for 7 years. But that does not mean that you can import the past-year 1099 data into TurboTax. TurboTax does not get the data from the PDF. As far as I know, importing 1099 data into TurboTax is only available for the current tax year.
‎August 5, 2024
8:37 AM
55,558 Views