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Investors & landlords
I used the same process that @tidf2 described. You do not need to pay for TurboTax Premium Online in order to start a return and accomplish your Fidelity download / import. Once you have done that import in the Online version (which I can confirm worked for 2,067 stock transactions), you then use the Tools menu on the left side to save a .tax file to your computer. You then open that .tax file in TurboTax Desktop (I was able to do so in Deluxe, even tho I used Premium for my online work).
It will be interesting when I actually go to file from TT Desktop, if it remembers my use of the online software and attempts to charge me for it. After all, I will be logged into my TT account for the payment part of the process.
March 15, 2023
11:43 AM