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Can't import investments from Fidelity? Why, only reason I upgrade is for that feature.
Says import unsuccessful after I input username and password.
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posted
June 5, 2019
10:49 PM
last updated
June 05, 2019
10:49 PM
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Can't import investments from Fidelity? Why, only reason I upgrade is for that feature.
Fidelity themselves, say their specially-formatted tax-import files may not be ready until around 18 Feb, but could even be later.
.....................(the paper/PDF files could be earlier or later than that...Last year, I don't know if the 1099-R forms were available at all as tax imports...we'll see after the 18th)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
June 5, 2019
10:49 PM
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