downloading account info from Fidelity and transactions and tax info into turbo-tax
Can you download from fidelity accounts and also tax info into turbo Tax
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1 Posted by -Kevin N. on 10 Sep, 2016 06:48 PM
Hi Bob,
Yes, Moneydance can import directly from Fidelity.
Here is a link to the supported financial institutions.
http://infinitekind.com/fi
Moneydance does not export to Turbo Tax but Turbo Tax may be able to import directly from Fidelity. That's something you could look into at the Turbo Tax website.
If I can make a suggestion, download the free trial version of Moneydance to see if it suits your needs.
You can d/l the program here:
http://infinitekind.com/download-moneydance-personal-finance-software
HTH -Kevin N.
System closed this discussion on 10 Dec, 2016 06:50 PM.