Hello I received the message that the import was complete and I could return to turbotax. There was one mutual fund that is not being imported though it is grouped with two other funds whose data was imported. I repeated a few times but it still doesn't import. I could manually import but it makes me wonder if it is making mistakes with other financial institutions.
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TurboTax can only import what is made available on the other end of the import process. I recommend that you manually enter what ever form(s) did not download.
Actually it finally worked after I exited turbotax, cleared my cache and cookies in Edge and then went back into turbotax and tried to import again. Unfortunately, my dilegence will now cost me thousands because of the capital gains on the fund that I finally was able to import.
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