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Investors & landlords
@GLUA, again thanks for your post on Fidelity import work around. In case the problem is not fixed next year, I tried your solution to see if it worked for me. The agent and I worked for a long time doing this based on your post leading each other. Seems your work around is not well published for agents. Alas I was able to import Fidelity and the dialog for importing was similar to previous years for the desktop version. It allowed you to choose from a list of all Fidelity tax files which ones you wanted to import.
Wanted to add this tidbit. Uploading the previous years return into the new online return did not work as it said the previous year file was corrupted. The agent indicated the problem could be that the return is password protected and I needed to remove the protection before uploading. The program just said corrupted instead of giving you a box to enter your password or saying remove your password. Importing last years return into the desktop version still works with intact password. It gives you a box to enter it. I did not try to remove the password for the new online return as I was only interested in seeing if the Fidelity import worked. I have to assume the agent was correct that the password needed to be removed before it could be uploaded into the online return.