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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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‎February 1, 2024
10:51 AM