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Import of Fidelity 1099-INT PDF is incorrect.

Hi -

I tried to import my 1099-INT PDF from Fidelity, but the program did not use the information from Box 1 ($732.07) but used the value from the last page of the form - "Details of 1099-INT Transactions".  And only used  the 1st month - January's value of $81.81.

 

I realize I can enter the correct value myself but  this is disconcerting and I wanted to report this.

 

Since I'm not comfortable doing this manually,  I will try to import using the "online" method once the program allows that.  Currently it has an "IMPORT AVAILABLE" column with all forms specified as January 31, 2024.

 

 

Mike

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