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Returning Member
posted Feb 24, 2024 12:31:14 PM

Fidelity Authorized Accounts integration?

I have two authorized accounts, both for minors.  There are both 1099-DIV and 1099-B forms attached.

 

After I imported all of my documents, those two are not included.

 

Do I have to enter those manually? 

 

Are they considered seperately and amounts too low to report (minors with no income)?

 

Thanks

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