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I'm having the same problem. Technical support says I either have to manually type in the information or purchase the online version instead of desktop CD. And, there is no guarantee I can get a refund on the desktop version after paying additional amount for online program. TurboTax this year has been a big disappointment. I have been trying to get a phone number to the Resolution Desk for so far no luck.
I can't import my 1099 forms from ETrade or Merrill.
This year I did follow Fidelity link and down loaded TT from TT site. I have no issue import Fidelity Tax information or other brokerage account. In 2023 , with the CD installed version I had issue with Fidelity import. The only work around for me by using Fidelity TT online to file, imported the tax infor and export it to my
MAC so I can complete the remain tax filing.
Hi Mary,
Sorry to hear the problem still exists for you. My problem of last year has been fixed and importing the problem brokerage 1099 of last year worked just fine this year with no problems - still using desktop version this year.
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