- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
2. I did not import from a PDF.
1. Im not sure what you mean "import it directly from into the software from the Broker's site".
I used the standard TurboTax Premier import mechanism.
Find broker name in dropdown list, click next or continue
Follow turbotax prompts to login to my broker account, click next or continue
Follow turbotax prompts to close connection to broker account, click next or continue
Review list of items to import, click next or continue (i imported all items)
Im using Windows 10 PC, TurboTax premier download version, google chrome browser.
Im real disappointed with my TurboTax experience this year. 15year user.
Looking thru the comments on other posts, I see a lot of other users are having problems importing from Fidelity.