I recognize that I could eliminate some of the forms during the second import, if I could recognize there would be duplicates. I reproduced my taxes by just doing imports, no manual entry of form data from Fidelity tax forms.
I also noticed that TT now seems to offer a post-import review of the imported data ... is this a recent fix?
It is exhausting to diagnose this with the most complicated tax return I have ever filed this year. Duplicate forms should be recognized and eliminated.
For instance ... consider that I'm working on taxes, and my financial institution updates some tax related data. If I import again, it will create chaos.
The imported data is also lacking the Fidelity account number. Stocks need to be identified as IRA or Brokerage related sales.
