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Get your taxes done using TurboTax
It might depend on the account type, but my 1099-R forms (3 of them) have never been importable from Fidelity. But maybe this year will be different? (Granted, mine are from their retirement division, not direct from a Brokerage acct)
But if you actually have those forms already, and cannot import them. You can type them in on the "Wages&Income " page....down in the section titled "Retirement Plans & Social Security".
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Note: The 1099-R forms may be available as PDF downloads, but the tax file imports use a special format, and, if they exist, are generated separately.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 16, 2020
5:08 PM