I neglected to point out the 2022 resolution to the identical problem. Working with a TurboTax Online tax expeert, we went back to the federal return, deleted the Fidelity 1099-R as directly downloaded into Turbo Tax Online, added a new 1099-R and entered the data manually. This more or less proved that some issue exists in downloading Form1099 data into Turbo Tax Online. This case regards a Fidelity Investments 1099 download, but other financial activities (Morgan-Stanley, etc.) seem to have related problems. Suggestion, enter your Form 1099 data manually into Turbo Tax Online. I shall from this point on.
