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.*