Some, but not all, available Fidelity tax forms will import

Forum|Forum|3 years ago
March 4, 2023
2 replies
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I'm using TurboTax Premier Desktop. In both the Investment Account section of Wages and Income and also the Import Summary dialog, Turbotax is logging into Fidelity correctly, but is retrieving only the 1099-R, not the Consolidated Form 1099. I would just type in, but I have a LOT of transactions in gains and losses, and would rather not have to mail in the form. Any suggestions? Both forms (1099-R and Consolidated 1099) are clearly available in Fidelity in its Tax Documents section, and I have no difficulties in downloading either form.

Best answer by MumofPaints

No PROBLEM...... just enter the 100+ pages manually lol.... TurboTax really messed up this year!

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.

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theschanksAuthor

Unfortunately, that didn't work. Switched to Edge as default browser and cleared all cache, cookies, etc., then reattempted upload. Same result. Finds the 1099-R no problem but cannot find the 1099 Consolidated (Int, Div, B).

MumofPaintsAnswer

No PROBLEM...... just enter the 100+ pages manually lol.... TurboTax really messed up this year!

MumofPaints

None of my Fidelity tax data would import this year. I have used TurboTax for years. I called support at Fidelity and they confirmed numerous people having the same problem I called support at TurboTax and was connected with a lady who had no clue. When she contacted her supervisor, that person also did not know. They entered a work # order but the work order was closed for no reason 2 hours later.

I spent hours and days, clearing cookies, clearing any blocks, rebooting.... no help. Now I want a refund for the product and despite enclosing the receipt etc everything, case was denied and closed. NEVER had a problem before.....!!! GOOD LUCK! Feel like it is the "new" work ethic or maybe Intuit was taken over??!!??