Importing 1099-B Fidelity RSU only transactions

Forum|Forum|1 year ago
March 21, 2025
1 reply
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When importing to fidelity, every transaction is missing it's cost basis and flagged for review. The cost basis is on my 1099-B in fidelity. It seems like turbo tax isn't importing this properly, anyone else have this issue? Going to be annoying entering in 60+ transactions by hand when you pay for Turbotax...

Tried importing today, still having issues.

AmyC

Employee

Fidelity should be coming in but you comment RSU. Those are often incorrect and the basis should be verified for each transaction. You should verify your w2 income at vesting and compare it to the basis listed.

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hybridtaxguyAuthor

They seem correct. Just silly, no issues importing prior years with Shareworks, but Fidelity can't import the cost basis and holding period.

BrittanyS

Have you tried the manual update? There was an update issued to fix the import issues but many are having issues with online option not pulling the current update. Try the link below and then let us know if you are still having import issues: