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Question

Fidelity Investment import not working.

Forum|Forum|3 years ago
January 31, 2023
25 replies
0 views

Greetings, I'm using TurboTax Premier desktop (Win10) and cannot import my data from Fidelity. I also installed TurboTax Deluxe desktop on another pc with the same problem. I contacted Fidelity and they indicated my forms are ready for importing. The Fidelity logo/window shows up but there is no place to enter my username/password. I did try another broker and the correct login window shows up with the two entries for login/password. Thank you for any assistance.

Not A Product Question

SteamTrain

Employee

@Davidjl

True Mine shows the same thing...

..... it's possible that the paper/PDF documents are available within your Fidelity account

BUT

The tax import documents have to be specially created and are formatted differently, and can take longer to create....so perhaps it is those that are not ready.

____________

For Myself, I'm not concerned, since when I try to access my tax documents in my account on their web access, they tell me mine will not be ready until after 11 Feb. Those with REIT holdings may have to wait until March

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

DavidjlAuthor

Thank you for your quick response. I'll wait a few days and maybe it will work out. I will update as needed.

d_Hardy

2 days ago when trying to import from Fido there was a TT pop-up saying import wouldn't be ready until today, Jan 31. This morning, TT connected somewhat circuitously to Fido, said everything was imported but nothing showed up. We'll see what tomorrow brings!

sethness

exact same issue for me. since today is the first day fidelity import was supposed to be available hopefully its just a temporary glitch.

DavidjlAuthor

I was finally able to get Fidelity to import my tax forms. I downloaded a fresh copy of Microsoft Edge, installed it with all default settings. I started TurboTax and it opened up Edge and I logged into my Fidelity account and the forms downloaded and imported into TurboTax. I have not tried Chrome and maybe it was just a coincidence that it's now working.

Thank you for all your replies.

tidf2

Here is a screencap of the error I get when trying to import from Fidelity - as if there is no information available. But unless Fidelity is rejecting all incoming connection requests, this makes no sense, because I get this as soon as I press "Continue" - I never reach a point where I am prompted for a username/password. My default browser is Safari.

DavidjlAuthor

I had the same problem until I used Microsoft Edge with no extensions enabled and all the default settings used. A browser window should open up (separate from TurboTax) and a login screen appears. Once you login (in the browser window) Fidelity will transfer the information. Then it will say you can close the browser window and return to TurboTax. Now back in TurboTax you can see what was imported and click the button that says "import."

I have no idea why my Chrome browser did not work.

SierraDoc

Using TT Deluxe on an a Mac: Same issue, no place to enter sign in info for Fidelity to download. No prob with other banks. Information is available at Fidelity, just no sign in boxes on TT page.

Jbarlow10

I am having the same exact problem!! No login box to enter user I’d and password.

tidf2

Turbo Tax put out a large program update tonight, and the problem is fixed for me now.

First, as an experiment I had tried many other financial institutions randomly. While many put up a screen that shows the future date that documents will be ready, more than half presented a login screen. There was no other institution where TurboTax was behaving as it has been for Fidelity.

I tried one other thing - at the forms level, I deleted any 1099 forms that Turbo Tax had imported from last year.

Then I received and installed the update, and it worked. So I don't know if my deleting those forms made a difference, but I think probably not. I think the program update fixed it.

d_Hardy

Failed again today with the Brave browser but worked with Edge. BUT BEWARE, IN EACH CASE IT LEFT MY SESSION WITH FIDO LOGGED IN AFTER THE IMPORT WAS DONE. THERE WAS NO INDICATION THE SESSION WAS STILL CONNECTED BUT IF I OPENED ANOTHER BROWSER WINDOW TO FIDO I WAS LOGGED IN.

5flavors

are you using the CD version?

vservice

Employee

No. I am using the downloaded version

DanHM

Turbotax Deluxe on Win10. Still have the problem after today's update. I can successfully log into Fidelity and get the "Success! We got your tax data. You can now return to TurboTax" message, but nothing has been imported. Per Fidelity at least some of my forms are ready. Obviously I can type in the numbers myself, but was hoping Turbotax would do it (as it has in the past few years).

MV20

I have TT Deluxe win Win10. It worked after the latest upgrade of TT.

dddddddddt

Same is happening for me but with the online version so I can't "update" it.

scottvf

Same, I get

After it opens the browser it says Success! We got your tax data. You can now return to Turbo Tax but in turbo tax it says the 1099-B import was unsuccessful fidelity. It would take me forever to enter this manually since there are 214 Pages of data.

peterm6389

That is exactly what I get. Supposedly success in getting tax data but TT says unsuccessful.

pwerth00

I am having the same problem. The login information does not come up BUT I still go through the process and a browser opens up and it says the import is successful. It never asks for passwords and the data does not appear in turbotax. puzzling to say the least.

Critter-3

Most brokers have not finalized their forms yet ... never import until the 1099-B is marked as FINAL. And some import functions will not be operational until later this month even though you can see the PDF files in your account. I highly recommend you be patient and try again later.

peterm6389

Patience is not the issue. When I installed TT on another computer I couldn’t even import the files that successfully imported late January. One of the program updates since then has broken something.

vservice

Employee

I am having the same problem. The screen to input by login info is blank, but it works for other brokerage firms.

MoniqueLO_

Please feel free to contact Customer Support so you can speak with someone who can assist you.

@vservice
@scottvf

@5flavors

peterm6389

I talked to customer support and got no help. The only advice was to enter the information manually, which is unacceptable. I wish the program could read CSV files. That way these hiccups with Fidelity would be avoided.