Import Documents

Forum|Forum|4 years ago
January 22, 2022
2 replies
6 views

Trying to import 2021 docs from Fidelity Investments. TT says not availiable till Jan 31. My account shows them ready NOW. I have experienced this is the past-- but only a few days. I think Fidelity has a date in the software which blocks import till that date. Anyway to bypass and get the data now??

xmasbaby0

Level 15

You can type them in yourself now if you want to. Or you can wait until Fidelity has the files ready for import to tax software. Fidelity and many other financial institutions have those statements ready for people to view online or print for themselves several weeks before they have them ready for importing into tax software.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Critter-3

Level 15

Usually they will not make those ready for import until mid February but be aware that if the forms are not marked FINAL then changes could happen ... filing too early may require an amendment later. TT has no control over when the broker makes them available for import ... control lies completely on their end.