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Level 1

Question

What happens if I accidentally import tax data from Fidelity Investments twice? Do the data get doubled and if so how do I delete the data from the first import?

Forum|Forum|4 years ago
February 14, 2022
2 replies
0 views

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TurboTax Premier Online

Level 15

The data would most likely be duplicated. You can look in the Wages and Income section in TurboTax, then Investment Income, then Stocks, Mutual Funds, Bonds, Other section. Work through that section and you will come to a summary page that will list your investment sales. You will see an option to delete any that are duplicates.

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Level 15

Check your 1099-INT and 1099-DIV forms too....whatever form types you checkmarked for importing.

For Fidelity, the Payer name will show as "National Financial Services"

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*