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import subset of Fidelity tax Forms
I am a trustee for my brother's trust. So, his accounts show up on my Fidelity account whether I like it or not. That is normally not an issue but at tax time all the tax forms from the Trust get imported into Turbotax automatically. . Is there a way for me to pick which 1099s get imported? It is a pain in the rear each year to go thru and figure out what is what and manually delete various forms. Any help will be appreciated. Thanks.
‎February 27, 2021
11:37 AM