Question

Fidelity username not working

Forum|Forum|6 years ago
January 11, 2020
7 replies
0 views

It seems turbotax has added a check that fidelity username needs to be 9 characters or longer. Mine is of 8 characters and worked fine while importing till last year.

Has anyone else run into this or have a workaround for it?

TurboTax Deluxe Online

M

mesquitebean

Employee

What are you doing and how?? What form are you wishing to import? You appear to be using Online Deluxe.

When I go through the motions of trying to import from Fidelity, my screen says importing is not available from Fidelity until January 31 for 1099-DIV, 1099-INT, 1099-R, 1099-B, etc. (For some companies, a 1099-B is even later than that, but Online Deluxe does not handle 1099-B anyway). I can't even get any importing interface to appear for Fidelity yet, much less any instructions for the Fidelity log-in.

Or are you a Fidelity employee and trying to import a W-2?

J

js_kropp

I am having the same issue and have not found a fix. Were you able to find a fix for this username issue?

M

mesquitebean

Employee

Several users are reporting this issue. I've asked a Moderator to look at it later this morning.

J

jpcoop

This is 100% a bug they need to fix

Per fidelity a user name must be 6-15 letters, but it's requiring at least 9

J

jpcoop

I tested it some more and the input validation on this field is completely detached from reality.

It allows you to pass in too long of a user name, as long as it's at least nine characters.

It also allows you to pass in a special character (e.g. ".", "@") as long as nine legal characters follow the special character. Fidelity user names should contain only letters and numbers.

Definitely bugged.

P

PemberCare Tax

Try entering the account holders 9 digit SSN. That seems to work!

Hit 👍 if this workaround works for you.

L

lramkumar

SSN actually worked. Thank you so much for this solution!

I

igelsss

Oh.. I didn't know about the SSN workaround and ended up changing my username in Fidality so it's 9+ characters long now 🙂

T

teckel1212

Not working for me at all right now. Tried my SSN, didn't work, changed my username, still didn't work, changed my password, still nada. Not working at all for me.

K

KatrinaLO

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