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Has anyone successfully downloaded Form 1099 information from Fidelity Investments into ProSeries?

mhklinockcpa
Level 1

Has anyone successfully downloaded Form 1099 information from Fidelity Investments into ProSeries?

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IRonMaN
Level 15

Are the 1099s ready yet?


Sign up here for pot stirring classes - 7:00pm Thursdays

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IRonMaN
Level 15

Are the 1099s ready yet?


Sign up here for pot stirring classes - 7:00pm Thursdays

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Just-Lisa-Now-
Level 15
Level 15

You have PS 2017 as the program you're using...but its too late to download 2017 Fidelity info and too early to download 2018 info.


When you do import from brokerages its very important to check the entries and verify that it pulled everything, it can be hit and miss, especially if the client has more than 1 account.  I don't think it picks up some of the random things on the statement either, like investment fees (at least that's what I've seen posted in the past)


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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abctax55
Level 15

Even if they ARE available, I wouldn't trust them just yet.

(I wanna be a member of the pot stirring club too)
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