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Anonymous
February 27, 2023
Question

Cannot import 1099B from fidelity

  • February 27, 2023
  • 2 replies
  • 0 views

Hello,

I went through the steps to import from my fidelity accounts and get this error:

I clicked on the link and it sent me to an article about the 10,000-transaction limit.  However, my account only has about 2,700 transactions.  What gives, and how do I resolve this?  Thanks.

 

By the way, I imported by spouse's Fidelity account (with only a few transactions) without any problem.

 

Regards,

Toan

    2 replies

    D
    DaraLO
    February 27, 2023

    Consider the solutions posted in the Troubleshooting section of this Help Article:  What if I can't import my 1099? - Intuit

     

    In addition, the following links are solutions to Fidelity import issues that were shared by other users:

     

    Disable pop-up blockers to get 1099 import to work

    https://ttlc.intuit.com/community/taxes/discussion/re-import-1099b-from-fidelity/01/2890879/highlight/true#M1055000


    Log into your Financial Institution account and have it remember your device during 2FA (two-factor authentication) for import success

    https://ttlc.intuit.com/community/after-you-file/discussion/re-in-the-past-i-have-been-able-to-have-turbotax-go-out-to-edward-jones-and-retrieve-the-investm/01/2889537/highlight/true#M692762

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    J
    JiyoonChung
    March 10, 2023

    I have same issue in the Desktop Premier version with Fidelity.

    Total number of transaction is around 3,200. But, I have same message like above.

     

    M
    MichelleLO
    March 10, 2023

    Please reach out to TurboTax Customer Support for assistance with this issue.

    What is the TurboTax phone number?

    @JiyoonChung 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    J
    JiyoonChung
    March 12, 2023

    It seems software bug on CD version for Mac and Windows. 

    I solved this way.

    [1] Download Mac version : import failed

    [2] Download Windows version: import failed

    [3] I tried to use online version. I did import all transactions. 

    [4] it asked $178.

    [5] I started it from online in Mac version. WINDOWS HAS A BUG...

     

    SO BOTH CD VERSIONS HAVE BUGS 

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