Hi LindaS5247,
I have tried the import from three different “Update” buttons next to the following headings:
Under Wages and Income:
—Interest and Dividends/Interest on 1099-INT (I chose update, as I had Bank info to enter)
—Dividends on 1099-DIV (Update again)
Under Investment Income
—Stocks, Cryptocurrency, Mutual Fonds, Bonds, Other (Update)
As only 1099-B income came through, after each import, I went back and deleted it, thinking the starting point was wrong. However, I don’t think that’s the case. I think the import is failing to bring in all of the data from the one account.
Each time I tried to update, I was taken to the same next screen “Let’s finish pulling in your investment income” and I clicked the blue button “Add Investments”
That takes me, as expected, to the “Let Us Enter Your Bank and Brokerage Tax Documents” screen, where I select my brokerage, choose Import Now, then get logged into my brokerage and select the account. It’s the same process for each 1099 type. (I tried from different starting points to see if there was any difference.)
The way I know the Import didn’t fully take place is that when completed, I am returned to the “Let’s finish pulling in your income investment screen” where all of the companies are listed, and under each company name, I see a white box for each 1099 (INT, DIV, -B) separately. So, for example, one company name has two boxes under it. (I entered those manually for that company, so I see a box for dividends and a box for interest, as entered. For the import, Fidelity (National Financial Services LLC) I do NOT see dividends (I had them), or interest, which are part of the form. If I look at Schedule B in the Forms view, the dividends /interest do not show there either. At this point, I have to enter them manually.
I do not use the refund meter to judge the success—only what I see on the screen right after the import is completed, (I guess you call that the summary screen, but it’s the same place where I’d add another investment) —and by looking at Schedule B, which is where the two missing items should show up had they imported properly.
I should restate that I had no problem with this last year. All of my Fidelity/National Financial Services LLC income sources populated correctly as a result of one single import. I didn’t have to add anything manually.
I hope this helps,
JB
