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February 28, 2023
Question

Unable to Import year 2022 1099 from Fidelity

  • February 28, 2023
  • 2 replies
  • 0 views

I am not able to import 1099 from (2022) Fidelity. Two weeks ago TurboTax told me that because Fidelity takes time to finalize 1099s, I should be able to download them after Feb25. My 1099s at Fidelity have been ready for almost a month. I was able to import 1099s from other brokerages. Please tell me what might I be doing wrong. Fidelity please take care of this ASAP.

    2 replies

    BrandiLO1
    February 28, 2023

    Please try to use a different browser. If you continue to have issues, please click here to contact customer care.

    RK62Author
    March 1, 2023

    Import from within TurboTax requires from me to select brokerage and then provide my username and password for the brokerage. TurboTax then connects to the brokerage for importing 1099s. I don’t have a way of telling TurboTax to select browser A or browser B. Please tell me exactly what I need to do. 

    March 1, 2023

    Please try the workaround here to import the 1099. Please let us know if this does not work. @RK62 

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