Thank you for your response, I finally found the problem was for years we imported through the National Financial Service which was always included in TT drop-down selections. However this year Fidelity is not using the National Financial Service to allow us clients to import our 2024 Tax statements. We have to type in “Fidelity” to access the import. The lack of notification to us clients is deplorable and disappointing. Even their private client's representatives were not aware of this change!
