I switched from TaxAct to Turbotax hoping to use the import capability as I have many forms from TY2022. The results have been mixed, but mainly bad and ugly. Here is what I found. It would be great to hear the experiences from others.
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If Pension Benefits 1099-R were in Fidelity NetBenefits website, then those 1099-R forms have never been available to any software company as a direct import (for last 15 years at least). Might change in the Furure, but so far not.
IF HSA account is in the same NetBenefits website..I suspect the same thing. but I've never had one to see what's available.
Update. My problems with Vanguard were caused by me. Was able to import all forms.
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