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Question

Import for Fidelity not working with TurboTax 2023 Desktop

Forum|Forum|2 years ago
February 24, 2024
2 replies
44 views

When I try importing from Fidelity, TurboTax says the import was successful but no tax documents are imported.

Alumni - Expert

Alumni - Expert

Fidelity Investments is listed as a TurboTax 1099 partner and therefore the import should be supported. However, there are some situations where the import might not work. It could be something simple like selecting a slightly different brokerage name, using an unstable internet connection, or maybe using a different account number format.

Another solution is to log into your Fidelity account when prompted using a different browser as sometimes this also could be an issue if a pop up blocker is installed.

Please see "What if I can't import my 1099" for more suggested solutions.

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MikeBlantz2Author

Level 2

Brave does not work when importing from Fidelity. Switched to Edge and the import worked.