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Retirement tax questions
If you are having issues importing, you may want to check and make sure your financial institution or brokerage is a TurboTax 1099 partner. If it is and you are still having issues, please see the FAQ link provided below for assistance:
What if I can't import my 1099
You can also try the steps below as a possible workaround:
- Close and restart TurboTax
- Make sure the data for the first Fidelity account is there
- Identify your default browser that TurboTax will open to import data from the second account
- Clear all cookies and cache….clearing cookies alone will not work
- Input the login information for the second Fidelity account when TurboTax asks
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February 14, 2023
8:21 AM