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Fidelity Import Issue
When trying to import my tax forms (after logging in and showing connecting with Fidelity), it says "looks like you have no tax forms". I have 6 tax forms that show when I login to Fidelity and look at tax documents. We had no issue importing my wife's Fidelity forms so I don't think it is a computer setting. I have nearly 100 trades so entering by hand is not a good option. Thanks.
‎June 26, 2025
2:20 PM