incomplete import income from fidelity investments; the entire stock income disappeared from income lineup

Forum|Forum|1 year ago
February 24, 2025
1 reply
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when trying to import income from fidelity investments, the program imported only my trust account and did not import from my managed account like it did every year. when trying to go back and re-do the import, the entire stock income disappeared from income lineup.

maglib

Employee

@gzor TurboTax can only import what the broker provides. So, it may be an issue with Fidelity in which case you would need to enter the missing forms manually or delete the import and start again.

You can also enter summary information if too much to enter it all manually follow this link for instructions: https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-large-number-of-stock-transactions-in-turbotax-online/00/26748

**I don't work for TT. Just trying to help. All the best. ***Say "Thanks" by marking as BEST ANSWER and clicking the thumb icon in a post and that I solved your question**Mark the post that answers your question by clicking on "Mark as Best Answer" I am NOT an expert and you should confirm with a tax expert.