Download TAX Data from Fidelity fails

Forum|Forum|3 years ago
March 3, 2023
2 replies
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I am having trouble uploading my 1099-B from Fidelity. It consistently produces an error on upload. I have the actual Tax Document from Fidelity but there is too much data to enter by hand. How do I make the TurboTax actually ingest the data?

I can see that I am logged into my Fidelity account, and I can download the data outside TurboTax in spread sheet format. But TurboTax seems to be falling on its face.

InttCmnt37

There are a number of posts on the same issue.

I am having the same issue with importing data from Fidelity and raised the issue with Intuit tech support over live call twice now. I also posted the same issue here, on TT community yesterday and it does not look like tech support is paying attention to this issue.

Anyone here knows how to escalate it so that we know if and when the fix is coming?

mjpb52

Thank you evidently there is an issue although you are the only one flagged on this matter . I have 9 pages of equity transactions and although the totals are in Schedule D, the 8949 isn't populated whatsoever. I have complained since finding this problem as of Saturday 3/11 and today spoke to TT.

I hope they find the problem in a timely basis, since using TT since the 80's . Usually there is always aglitch you can work around or overrride, but this need to be elevated , it will take too much time for me to enter individually, and Fidelity is of little help, especially since it isn't there issue.

KatrinaLO

Please see the thread here for more information on importing Fidelity. A few suggestions were to use a different browser and remove pop-up blockers.

Have you tried a different browser like Microsoft Edge or Google Chrome? Many people have stated using Edge and removing the pop-up blockers has helped. Please let us know if you are successful using a different browser.

@InttCmnt37

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InttCmnt37

I am using a desktop version of TT on MacAir. No browser. Any other suggestions? This looks like a bug that needs to be fixed by Intuit. Can you help escalating the issue?

MumofPaints

See NUMEROUS messages regarding this issue... imports and Fidelity. No responses that have been at all helpful. I have used Turbotax for years w no issues. First time calling support at TurboTax and they had no clue. Wrote out a work order number stating I would be contacted but then canceled it two hours later. VERY SAD state of affairs.... I am surprised that this is not all over the internet as a "TurboTax GLITCH"!