Question

Cannot download from Fidelity Investments

Forum|Forum|1 year ago
February 10, 2025
1 reply
0 views

When I select Fidelity Investments there are NO fields to login to my Fidelity Account.

Employee

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

K

krgbetaAuthor

The question is whether this is a TurboTax issue or a Fidelity issue. Perhaps TurboTax has disabled the Fidelity login until the online information is available. One might assume that once the documents are available to download (and enter manually) then they should also be available for direct download to TurboTax. In either case, there should be a message explaining the situation and giving a date when the download will be available. Fidelity clearly shows the date when tax documents are available so either they or TurboTax should do the same for direct downloads rather than displaying a blank screen.