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February 10, 2025
Question

Import of 1099 from National Financial does not work

  • February 10, 2025
  • 1 reply
  • 0 views

The import screen says: Screen heading "Sign On to National Financial (Fidelity)" But detail request below is for User ID and Password for WealthScape Investor, not for Fidelity. Using the Fidelity ID and Password results in an error message and 1099 data is NOT imported

1 reply

CatinaT1
February 10, 2025

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

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February 16, 2025

When will imports from National Financial Services become available?