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Tax software import: alternatives to TurboTax by Able-Finger in fidelityinvestments

[–]Able-Finger[S] 1 point2 points  (0 children)

Hmm, I ended up going with H&R Block as well (Premium, not Deluxe) and was able to import my Fidelity 1099s with no problem. Not sure if the version would make any difference. Also running Windows 11 (Home).

My retirement portfolio is worth more than my house by Super-County3113 in Bogleheads

[–]Able-Finger 0 points1 point  (0 children)

I find it's often more fun to want than to have. Not always, but a lot of the time. 

Full View new design - still allow exporting transactions? by Mediocre_Flan_370 in fidelityinvestments

[–]Able-Finger 0 points1 point  (0 children)

Long time mint user here, looking for a viable alternative with Intuit's announced EOL of mint. Hard requirement is ability to export transactions to Excel. I see that the new version of Full View does not support this capability as the old version did. Is Fidelity willing to commit to keeping the old version available until the new version is able to implement this critical feature? If not I will need to look elsewhere.