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Importing Tax Info
In previous years when I imported my tax info (1099s) from Fidelity my recollection is that TurboTax displayed what you imported. That way you could review it and make any necessary adjustments. This year I imported one account (of several) from Fidelity and there was no recognition or display for me to review. It appears an import occurred because I saw that the Federal Refund/Due line on the upper right changed.
How can I review the imported detail and make my adjustments before I progress too far into the process?
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‎February 22, 2025
8:09 AM