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Level 1
Jun 2, 2019 1:53 AM UTC
Question

Problem with how program inputs imported data . from Fidelity & Vanguard. Not consistent.

Can't tell what import has gone where.  Some to Pensions, some to Sched b, no consistent action.  Also problems importing from Fidelity and Vanguard

    1 reply

    fanfare
    Level 15
    Jun 2, 2019 1:53 AM UTC

    your import may involve four types of documents, 

    Turbotax has to put them on the right forms. It will tell you what it is importing.