Import not pulling in any stock transactions-Fidelity or Vanguard

Forum|Forum|3 years ago
February 4, 2023
13 replies
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Imported 1099's yesterday and there are no stock transactions for either my Fidelity or Vanguard account. I can see them on the 1099 that each account has published. Just talked to tech support and they said if the import didn't pull them in, the only option is to manually enter them into Turbotax. Anyone else have this problem?

TurboTax Home & Biz Windows

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MarySchuitt

I'm having the same problem. Technical support says I either have to manually type in the information or purchase the online version instead of desktop CD. And, there is no guarantee I can get a refund on the desktop version after paying additional amount for online program. TurboTax this year has been a big disappointment. I have been trying to get a phone number to the Resolution Desk for so far no luck.

I can't import my 1099 forms from ETrade or Merrill.

STBFOB

This year I did follow Fidelity link and down loaded TT from TT site. I have no issue import Fidelity Tax information or other brokerage account. In 2023 , with the CD installed version I had issue with Fidelity import. The only work around for me by using Fidelity TT online to file, imported the tax infor and export it to my

MAC so I can complete the remain tax filing.

jketterl

Employee

I had the same problem and then manually entered over 50 transactions and saved the file. When I opened it today, none of the manually loaded transactions were when I installed them. Turbotax has a huge problem with me on this as I am not going to report this year is a favorable year to use the software. Last year was not pleasant either. Turbotax needs to fix this ASAP.

johndcory

It is happening to me this year for the first time. My Fidelity data in not inputting correctly and I have to manually put it in. I asked for a free online version to see if that would work and they won't let me have it for free. I didn't buy turbo tax to manually input my data from brokers.