JLK24
New Member

Business & farm

I am having the same exact problem important data from Fidelity.  And, I'm having the same experience you are describing.  I have been using Turbo Tax for 25 years and importing financial data from brokerage firms is the easiest process.  Not this year.   I am not interested in manual entry (why buy a tax software with download capability).  I've called customer support twice and they don't know what to do.  Very frustrating.