@TiffanyL
Before posting your so called “expert” opinions, please review this entire thread and other threads about numerous problems with importing tax data from Fidelity Investments.
If you had done that you wouldn’t waste you customers’ precious time with your useless suggestions.
I went through the ugly workaround of round tripping my last year tax return online just to import Fidelity data. I filed my returns. Now I get corrected data notifications from Fidelity. I cannot easily amend by importing the corrections from Fidelity 🥲.
Intuit has failed miserably this time. I have been using MacInTax since the 1990’s, way before it got renamed as TurboTax. I am not sure if I will continue any longer.
Baskaran
