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Level 2
April 15, 2023
Question

TTax 2022 Imported Brokerage Data Being Dumped

  • April 15, 2023
  • 1 reply
  • 7 views

I am attempting to import data from Fidelity. After the 1099-DIV is imported from the brokerage, I see a "We got your data" message and TTax shows the details. With the document selected using the checkbox, I choose "Import Now", then it dumps the import. If I choose "Skip Import" of course it also dumps the data.

What am I missing?

Thanks.

    1 reply

    Level 2
    April 15, 2023

    My mistake. I see that the statement is imported in the Interest and Dividends Section.

    Thanks.