MarilynG1
Thanks for replying.
REF: Retirement Plans. Using Turbotax Home and Business 2023 > View > Step-by-Step > Personal tab > I will choose What I want to work on > Interest and Dividends > Do these still apply in Tax Year….> Mark all "Yes" > Continue> Did You receive any Interest and Dividends > Yes. See Retirement Plans and Social Security. (I only have a question about the Retirement Plans, not the Social Security part.
Yes, it is a 1099-R
REF: Net Benefits. No, we do not have Fidelity Net Benefits. We DO have Fidelity Investments.
REF: FILE menu. I tried the IMPORT function from the FILE menu, rather than EDIT in the Investment section, and that seemed to WORK. We have several accounts, and I will let you know how it works on the rest.
Thanks so much for the suggestion!
Best,
Dave
