Import of Fidelity "Authorized" Account Tax Statements

jtf001 · ‎March 31, 2023

With TTAX Premier, I am connecting to Fidelity brokerage and it sees my statements, but not my parent's ones for which I am "authorized" and I see them when I login direct to my Fidelity account. I can download those in CSV or PDF, but that does not allow me import them. Anyone know of a work around?

CarissaM · ‎April 1, 2023

You can follow the instructions here to import the 1099. If you are still having trouble after reviewing the FAQ, please click here to contact us by phone. @jtf001

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Import of Fidelity "Authorized" Account Tax Statements