I successfully imported my 1099-INT and 1099-DIV from Fidelity using the new web based interface from Turbotax Premier 2024. However, the 1099-B data is missing in Turbotax (TT).
The 1099-B with brokerage transactions is clearly present on the pdf from Fidelity. Manual entry of this data to TT will be very time consuming.
I contacted Fidelity and they said the import should have included the 1099-B and the problem appears to be on the Turbotax side.
I have tried deleting the import and retrying it but it still only shows a 1099-DIV and 1099-INT not the 1099-B that should also be present.
Is there any way to resolve this?
EDIT: resolved this by deleting the import in TT, saving, EXITING Turbotax (I think this is what fixed the bad state), then going through the entire import process again.
In case anyone who actually works at Intuit is reading this: the new import procedure that bounces out to the web browser for login is clunky, awful and -- according to many other discussion threads -- full of bugs. This is hot garbage. The essential import functionality that worked in past versions of TT is now broken.
