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Get your taxes done using TurboTax
I posted this message a year ago! And it's still a problem.
Ironically I posted the same message a few weeks ago about WF and Fidelity not importing for this tax season.
I got the same answers from turbo tax, check with fidelity, hand enter it....
Turbotax has been a let down last year and this year. I'm looking at alternatives.
It was very disappointing this year, not being able to import my fidelity, because that is my brokerage account and slightly complicated.
They show both WF and fidelity as partners. Turbotax claimed I must not have the "share with 3rd party button" checked on my WF/Fidelity accounts. Not true... I verified all this with WF/Fidelity reps.
here is my message from this year and the response -
‎April 10, 2021
10:28 AM