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Get your taxes done using TurboTax
I've had NetBenfits 1099-R forms for more than 10 years.....so far Fidelity NetBenefits has never created/provided the specially=formatted tax import files that are needed to directly import the 1099-R forms into TTX. Their regular Consumer accounts probably do for their holdings, but not NetBenefits.
So you go thru manual entry procedure for them based on the paper/PDF files they provide.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
ā€ˇFebruary 19, 2021
1:52 PM