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Level 2
posted Apr 15, 2023 11:12:52 AM

TTax 2022 Imported Brokerage Data Being Dumped

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.

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1 Replies
Level 2
Apr 15, 2023 11:27:58 AM

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

Thanks.