Question

WealthScape Investor ID

Forum|Forum|1 year ago
March 5, 2025
1 reply
0 views

Why is TT making me put in a WealthScape ID. I have never had to do that with importing my Fidelity forms before. I see this same question showing for the past several years, but I used TT last year and I did not have to put in a WealthScape ID.

J

JotikaT2

It appears Fidelity is using the platform of WealthScape as part of its web-based platform. Any sign in requirements may have changed on the broker side so you may want to reach out to them for clarification.

If you are having any issues importing into TurboTax, make sure to log into Fidelity before importing and enable third party sharing preferences on the brokerage side.

What if I can't import my 1099?

See these links for guidance on how to reach each of the potential brokerage import sections:

Where do I enter Form 1099-INT?

Where do I enter my 1099-DIV in TurboTax Online?

Where do I enter or import a 1099-B?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"