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Importing Fidelity Investments transactions
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RR CPA
Level 1
Saturday
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My client is having trouble importing his Fidelity 1099 DIV using the Intuit link which allows to import from Online accounts. This is for his 2024 Individual tax return. Is anyone else having this issue or know if Intuit supports this financial institution for direct import from taxpayer's online account?
Thanks in advance!
