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Can't Import Fidelity Docs (1099, etc...)
Hi - in TT desktop, I try to import my Fidelity tax docs. I click "add new investment," choose "fidelity," it opens a browser window, I successfully log into Fidelity, then it tells me "we've got your tax forms, return to Turbotax" but when I do - nothing happens. The step where it transfers the data back to the TT desktop app from my browser doesn't seem to happen.
Any way around this? Can I import a downloaded pdf of say, my 1099?
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‎February 19, 2025
10:54 AM