I have some good news. I was able to create an online return and import two different accounts from Fidelity.
Make sure that when you start the return, you specify that your 2021 taxes were done in the download/cd version. When you do that, last year's data is retrieved.
You will have to clear any warning messages before you can download the return for further processing in the program version.
There are three steps:
- Start an online return using the last year's file from your computer
- Correct any warnings. (if you want, you can go through the menus and add other data)
- Download the online file to your PC.
When I asked for help, I used the phone option and then requested technical support.
If you have gotten this far, please don't be afraid to ask for help at the service center. We were able to do screen sharing so they could walk me through the steps.
And yes, I did have to reenter information that I had put in the program before the import error but I have a return with no errors.
I'm sure that during tax season, the IT folks have a list a mile long of things not working or improvements.
TT is providing technical help for a workaround. If TT support helps enough folks, it may raise the issue on the priority list.
I hope this post helps others get their taxes completed. The road may be a little bumpy but you will get there.
