I obviously realize that. I tried to make this as simple of a 'question/comment' as possible - but the bigger issue is that Turbotax (which I've used for 17(?) years finally began to handle importing Brokerage data really well by 2010, including the very tough issues relating to Future trading which is fairly complicated.
And it has always imported Fidelity account data without any issues - until this year. What makes me nervous (with this lack of recognizing 2, 1099-R's) is whether it is properly handling ALL my Brokerage stock/option trades. It's one thing if there are only a few transactions to manually verify - but what about 100 or more trades? Is it grabbing all of them - properly handling short vs long (hold) etc. ? The idea of Turbotax - for me anyway - is not having to spend days transcribing paper reports for entry into a simplistic program.
ALL that said - the Biggest issue of all is that Turbotax is now using a slightly different method of logging into Fidelity (appears 'safer' at first). But it turns out - after importing the data it is either not closing the port to Fidelity - or is retaining my login information! That's a major security hole.
