Can't import investments from Fidelity? Why, only reason I upgrade is for that feature.

Says import unsuccessful after I input username and password.

posted

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.*

Fidelity Investments will not export my Investment account into Turbotax (get internal server error); How do I import the brokerage's .csv file into TT?

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Can't import investments from Fidelity? Why, only reason I upgrade is for that feature.