MarilynG1
Employee Tax Expert

Business & farm

Not sure what you mean by 'import retirement plans'.  Is this a distribution reported on a 1099-R?

 

You could try using the IMPORT function from the FILE menu, rather than EDIT in the Investment section.

 

There are two Fidelity entities in the import organization list; Fidelity Investments and Fidelity Net Benefits; they each take you to different screens. 

 

 

 

 

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