Question

Fidelity forms import to Turbotax

Forum|Forum|6 years ago
January 26, 2020
1 reply
0 views

Hi,

I am having a difficulty with TurboTax import. My tax forms are available on the Fidelity website, but TurboTax is not importing them as it pops up a screen saying the forms will be available end of Jan. How do I set TurboTax to import from Fidelity?

Thanks

X

xmasbaby0

Employee

Believe what it says. Just because Fidelity has the information up on the Fidelity site does not mean they have it formatted for import to tax software yet. Either wait until it is ready for import or download your documents from Fidelity and key them in by hand if you are in a hurry.

**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.**

R

RickDTT

So, TT says Fidelity Forms will be available on 1/30/2020. Attempting to import this morning (1/30/2020) and I get the same message.

Perhaps they really mean "noon" on 1/30, or perhaps "after 1/30" or something.

U

unshapedqueark

I even called fidelity this morning and they said try it again later. It is now 4 PM CST and no joyous occasion. My response is says they will be ready on Jan 30.