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New Member
posted Mar 4, 2024 10:03:36 PM

I'm a trustee, doing my deceased parents final tax return. How do I import their tax forms from Fidelity? I have authorization on their accounts.

I can see their tax forms when I log in to my account. I contacted Fidelity and they say it's a Turbo Tax issue.

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1 Replies
Expert Alumni
Mar 5, 2024 8:24:20 AM

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes: