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Solved

IMPORT OF FIDELITY DATA WILL NOT PULL IN BOTH MY WIFE AND MY OWN 1099-R (CD version Home & BIZ)

Forum|Forum|3 years ago
February 11, 2023
10 replies
0 views

Importing Fidelity financial data fails to 'recognize' there are 2, 1099-R's ... one for me and one for my wife (it ONLY imports my 1099-R. Even stranger - even if we 'start over' in Turbotax and use my wife's Login - it still only grabs MY 1099-R.

TurboTax Home & Biz Windows

Best answer by db9fan

I found the answer. I'm using 2022 Premier CD Download and Firefox. We have separate Fidelity accounts and downloading Investment Income worked for my account, but when trying hers, I got the same error you did.

Kept tinkering, and found that if you choose a different item to download, it would work. So then I tried downloading Interest or Dividends, and got a popup window asking for the login information, which allowed me to enter her login information.

That allowed me to download all of her information as well. Let me know if it works for you.

Critter-3

Ok ... in the time it took to write this post you could have simply entered both forms manually since the import funtion is not working well. Even if you imported the forms you still have to verify the import was done correctly and complete all the follow up screens in that section ... so importing really doesn't do much for you.

pyrotecnicoAuthor

I obviously realize that. I tried to make this as simple of a 'question/comment' as possible - but the bigger issue is that Turbotax (which I've used for 17(?) years finally began to handle importing Brokerage data really well by 2010, including the very tough issues relating to Future trading which is fairly complicated.

And it has always imported Fidelity account data without any issues - until this year. What makes me nervous (with this lack of recognizing 2, 1099-R's) is whether it is properly handling ALL my Brokerage stock/option trades. It's one thing if there are only a few transactions to manually verify - but what about 100 or more trades? Is it grabbing all of them - properly handling short vs long (hold) etc. ? The idea of Turbotax - for me anyway - is not having to spend days transcribing paper reports for entry into a simplistic program.

ALL that said - the Biggest issue of all is that Turbotax is now using a slightly different method of logging into Fidelity (appears 'safer' at first). But it turns out - after importing the data it is either not closing the port to Fidelity - or is retaining my login information! That's a major security hole.

db9fan

I'm having the exact same problem where Turbo Tax seemingly won't let you import from multiple brokerage accounts. Not sure if it's just Fidelity. It did last year, and now this year, not so much. The comment on entering these things manually is absurd. Why do that if it can be downloaded. No answers yet on Turbo Tax help pages. Seems like a glitch that can be fixed easily. I'm hoping so.

ceshumaker

I'm using TT deluxe version. Yesterday, I had the same problem. I entered my wife's data manually. Today, I resumed TurboTax and tried it again. Today it again asked for login information so I entered my wife's login and it worked successfully. Of course, since we have some combined accounts (brokerage), it downloaded duplicate information which would have to be reviewed and deleted. Not the way it should work. I sure hope the rest of the TT works correctly, because I use it because I don't want to do all the research myself. This has got to be a common problem for milliions of people. TT needs to fix.

pyrotecnicoAuthor

I had the 'duplicate' problem with YY (Home/Biz) over 10 years ago! They didn't fix it until 8 yrs ago. It appears they broke it for 2022(3).

'New programmers' who are messing with things they are not familiar with. What a mess.

pengun

This works for me.

If you ahve 2 accounts at the same brokerage, say Fidelity, what you could do is:

1. Use your "default browser" to go to Fidelity.com and log in with the account that you want TT to download. Once you logged in,

2. Go to TT and ask it to download the tax forms.

Hope this works for you too.

surfcitydude

For me, when I went to access my fidelity account, it showed I was already logged on so I just logged off. After that the next import process asked for the logon credentials for the account to be imported.

tgsl

I followed someone's advise and went to my browser, logged out of my account on Fidelity Account, then logged in with my wife's id. After that, I went back to Turbotax and tried to import information from Fidelity and her information (1099s) were there and I was able to import. I only lost 2 hours trying to figure this out. Very frustrating...as if filing taxes were enough. TurboTax is suppose to make this easy.

chfcom

None of the previous given solutions worked for me.

I tried several.

Finally, I found this worked:

Closed all chrome browser windows. NOTE: I am using windows 10/chrome.

Using desktop aka download version of TT.

Try import again, it worked!!!

fernabrams

When I re-opened this today, the stupid intuit interface was gone. YAY!

soulofwit

As I think others have suggested, the core problem is this: TT does not properly log off from Fidelity after doing its thing. (In my case it even fails to download, although it reports success.) So do this: after TT has finished, access your Fidelity account again, using your bookmark: you will find yourself still logged in. Now log out. Then try another Fidelity download: you will be required to log in again. (Yes, I've done this, and yes it works every time.)

At the end, make sure you're logged out all the way. Maybe this will get fixed sometime down the road, but until then we just have to work around the problem and make sure we're protecting our accounts!

chfcom

Perhaps account protection is a problem, but I assume this is easily fixed by powering down your computer, or following your steps

My problem, as of yesterday morning, which was NOT EASILY FIXED, by any of the solutions, except the one I described, is that when we attempted to import my husbands tax forms from Fidelity into turbo tax, Turbo Tax would repeatedly import ONLY MY FORMS. None of his forms were included, and at the time that is all we wished to import. We were not given the option of signing into his or any other account. Only after I closed all chrome windows was I asked for a logon id and password.

mvaughn96

I had a similar problem. My first Fidelity information was downloaded properly after I followed the new process and logged into my Fidelity account as prompted by TurboTax. When I tried to subsequently download my wife's Fidelity information, I was never prompted for a new UserID and password. Instead, TurboTax automatically downloaded the same information as the first download. After experimenting a bit, I realized TurboxTax did not terminate the original login to Fidelity and my Fidelity account was still accessible from my Chrome browser. Upon realizing this, I logged out of my first Fidelity account manually on the Chrome browser. When I ran TurboTax again to download my wife's information, I was once again properly prompted for the Userid and password and the download worked properly.

pyrotecnicoAuthor

And this is the huge security hole created by Turbotax. Keep in mind that because TT does NOT log you off after importing data - it also means that hackers can break into TT and worm their way into your 'open' Fidelity account. It's a huge security risk created by TT.

Why did TT mess with a process that had worked fine for years? Did they hire laid off programmers who felt obligated to 'do something'?

velocity096

This is absolutely RIDICULOUS. I just spent 3 hours trying to import my wife's data from Fidelity after having imported mine. I had about 25 tabs open in Chrome for work and had to close them all after saving the date. Then I had to clear cache, so with a slow internet connection all of those will load super slow again. Then and only then did it offer me the chance again to sign on to Fidelity.

Now for the fact that it seems to store the information and generates a sign-on with its own logic using a stored password, well I am not happy at all. First thing I am doing after this is changing my Fidelity sign ons. Next year I think I will skip TurboTax.

velocity096

Thanks to the numbskulls at Intuit, I had to close Chrome and clear cache to be able to import my wife's Fidelity data in the 2022 TurboTax. It always worked before. No after clearing cache I lost all of the stored information in various websites I frequent and have to enter it all again. I should get a refund for this POS software.

Brucebrod

STILL cannot get to sign in page for Fidelity, for ME, so I can import MY data. First showed wife's login, then never showed sign in box for me. Kept importing her data.

I have tried several options in answer section - including loggin out and coming back in, but nothing works for me.

Any other suggestion?

MichelleLO

Please click here to see the instructions provided by CatinaT1 in this Community thread regarding importing from multiple brokerage accounts.

@Brucebrod

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

velocity096

Rememer you'll have to rebuild all the things that were lost when clearing cache and cookies due to this poor design. Anything you had saved in your favorite websites will be wiped out. 😞