FYI - I am happy to report that my 2024 Fidelity Investments [Brokerage] (a.k.a. National Financial Services LLC) tax data successfully AUTOMATICALLY Auto-import into TurboTax just like the 'Auto-import' feature said it would!
I used the TurboTax 'Auto-import' feature for my 2024 Fidelity tax data to be automatically imported into my 2024 tax return without any further action from me. The Auto-import took place overnight (on 2/14/2025).
For all you TurboTax Community 'expert' nay-sayers - - Auto-import is indeed real and it works! 🙄
However, I have not received notification from TurboTax (yet anyway) that the Auto-import of my tax data had been completed - though TurboTax states; 'We’ll send you an email once we’ve imported the forms for you.'
Being notified was actually the question and the purpose of this message topic!!!
Additionally, I fully expect my 2024 Schwab Brokerage tax data to be automatically imported into my 2024 tax return without any further action from me tomorrow (2/16/2025).
â–ºFidelity reported its 2024 tax data was ready for import on February 14th.
â–º Schwab reported its 2024 tax data will be ready for import on February 16th.
