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Get your taxes done using TurboTax
@Pascale740 1099-R forms from the NetBenefits area have not been importable into the software for at least the last 15 years. The PDF forms are in there, but the tax software requires a separate special format, so you will need to enter those forms data manually.
The data import should only work as coming from a regular Fidelity brokerage account, and some folks are having issue with that right now. Should be a software update overnight tonight, but I don't know if it will fix it for these folks...don't really know if Fidelity has their specially-formatted tax import files really ready yet. PDF forms might be ready for some people (mine are not), but the tax software import files are arranged differently.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 2, 2022
8:52 AM