TT Premier - Fidelity Data Import Fiasco for Spouces

Forum|Forum|2 years ago
September 29, 2023
1 reply
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Has anyone been able to do a work around or figure out how to import from Fidelity separate 1099R, Int, Div, Misc, etc, data for each spouse? It was such a mess i had to file an extension... i see many others had the similar problems. When i attempted to get this resolved through TT they basically said their software had a "glitch" and nothing could be done to fix it...

VolvoGirl

Employee

Don't import. It's just as fast and easy to enter each form manually.

At the bottom pick Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

RandyR09Author

Hi Volvogirl, I manually entered data on a few 1099's previously, i didn't think to cypher the summery sheets of the combined 1099 forms and enter that data manually... seems that should work. Thanks for the work around tip!

RandyR09Author

Actually this doesn't appear to work for the combined 1099 forms and if i didn't provide the details of the summery or adjustments required i would be required to mail in backup... so yeah, TT 1099 spouse import function is broken. If i don't see a fix for this i'll move on to another tax application, too bad, i had used TT for 30+ years.