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I am attempting to import data from Fidelity and Vanguard. Neither import works even though the browser windows claims it was successful.
The browser windows says to return to TurboTax. In TurboTax, there is no indication that the import was successful - only 'Back', 'Continue', and 'Skip Import'. Selecting Continue causes the program to attempt another import. Selecting Back leaves a blank unknown 1099-R that wants further editing.
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‎February 3, 2026
12:23 PM