@msloss @NotSoTurbo @NotSoTurbo @errylrichter125 @user17715921857
Heads up to the Community that my second taxpayer's 1099 import for Fidelity worked today, mostly as expected. I was not prompted to delete the previously imported data for Fidelity.
So there has definitely been a change in the software's code sometime over the last week. Now that a fix has been made (for Fidelity, at least) the only thing different from last year's import process is the following:
After you are presented with the 1099s that are available with boxes checked, after you hit import you are presented with a dialog box informing you that you need to upgrade to TT Premier in order to import 1099-B forms (I'm using TT Deluxe Desktop for Windows). The choices presented are "Continue" and "Upgrade". I hit continue, and a miracle happened. The four 1099s (-INT, -DIV, -OID, and -B) all flowed into the Investments section, and were highlighted for review. Guess I didn't need to upgrade after all!
Have no idea if you will enjoy similar success with other Brokerage houses. But it does seem to be fixed for Fidelity, for now. I still have Chase to tackle next week, then I'm done! Fingers crossed...
