Does importing all investments from Fidelity into TurboTax actually work? Does anyone have any experience with this or any tips thank you TC 300k
I haven’t used it lately.. but one thing to look out for is cost basis.. I recall I had to enter them manually
Yes it does but you still need to edit few entries if you buy/sell ESPP shares
Yes. I’ve used it for a few years
Or do you need to go back and modify the information? There's a section for each of the items that is imported that says does not report to IRS, what does this exactly mean because if it's important into TurboTax it will be reported to IRS, right?