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Importing from Betterment
anyone else having an issue importing from Betterment? I'm confident I have the right information from Betterment (confirmed with their helpdesk), but when I hit import in Turbo Tax I get an "error" beep (but no additional information) and nothing happens. I was able to successfully import from 1) Fidelity and 2) E*Trade Morgan Stanley. Any suggestions? Thanks!
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March 7, 2025
10:13 AM