Import 1099b from Fidelity

Forum|Forum|3 years ago
February 10, 2023
2 replies
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Tried to import 1099-b from Fidelity. After specified Fidelity Investments as the broker, Turbotax didn't present the option to enter username and password for Fidelity. Pressed 'Continue' TT generated 'unsuccessful'/'no tax form available'.

Downloaded 1099-B data from other brokers worked fine. Why TT doesn't provide option to enter Fidelity username/password for download?

Best answer by SteamTrain

@hungturdinh

Just saw another one...they were using the "Brave" browser.

They switched to the Edge browser, and it all worked properly.

SteamTrain

Employee

If using the Desktop/download software...run a software update. An update was issued near noon today (Eastern time, Feb 10th) and mine worked OK after that.

Windows 10, Premier

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

hungturdinhAuthor

SteamTrain - thank you very much for the suggestion. I updated the TT then tried to download Fidelity statements again, but the issue wasn't resolved. The dialog with Fidelity logo that had standard message: "Enter the information below to access your available Fidelity Investment ...." did not provide fields to enter username and password. When 'Continue' button was pressed, the message 'This import was unsuccessful.' was presented. Obviously, it can't connect to Fidelity without username/password.

I'm running TT in Windows 11 Home OS version.

SteamTrain

Employee

Someone else had that problem.

They said that when they slowly dragged their cursor across the middle of the empty area from top to bottom...there were two areas where the cursor changed.

when they clicked in the first area, they could enter their Fidelity Username

when they clicked in the second area...they entered their PWD...and then <CR> and they got in for their download.

________

For some reason, the Text & login boxes are not being displayed, even though they are there.

When you get the empty login box...you might try resizing it.....bigger I would guess

Call Customer Support, because I've got nonthin else

(Blame it on Chinese "Weather" balloons)

What is the TurboTax phone number? (intuit.com)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

DavidGudenkauf

I have the same problem and Contacted support to get a case #1513 85 1476 to work the issue and was told on Feb 21st that it is a problem with the app and would be resolved on the 23rd. Then I got an email telling me the case was closed. I contacted them today (23rd) and told them the updates did not fix the problem. The expert confirmed that that their IT says it is still a problem and would be fixed the first week of March, then wanted to close the case again for giving me this information. I told them the case was not fixed by just telling me the information and requested the case issue stay open until I get a resolution. They said they close case when they give information and not fixes. I said this was irresponsible support activity and requested a supervisor. I was cut off in the process and made an attempt three times to get a supervisor and got cut off each time. I have no idea what IT is doing to fix this or if they are even working the problem. I have entered three other brokerage imports but not Fidelity. I also contacted Fidelity to check that their 1099 data is exporting correctly, and they confirmed it works. Is there a way to contact a supervisor without the automated system?

SForrestLO

Please see the workaround provided in this thread.

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jthertz

Please see the workaround provided in this thread.

S Forrest LO

Employee TurboTax Specialist posted the above message yesterday. The tread does not exist. I am having the same problem described by other users. I use the desktop version so I use the TT app and don't access using a browser. When I've tried the Import, I selected Fidelity Investments-Net Benefits which allows me to enter my Fidelity ID and PW. After a short pause, A message comes back that there is not a secure connection. I did an update to the TT software before trying the import. Any other suggestions?