fredm73
New Member

Get your taxes done using TurboTax

You said login to Fidelity.  That does not work. I think I should login to TurboTax. I do that. However, I am logging in from a desktop computer, in the browser. I get into TurboTax, but I see no where to request it download the forms (from Fidelity). The URL in the browser starts off: turbotaxonline.intuit.com/unified/2022/index.  There I see, on the left sidebar, 4 items: Tax Home, Documents, Intuit Account, Sign Out. That's it. Clicking on these and following further menu items invite me to enter data manually, but do not seem to lead to a screen that lets me import the tax forms from Fidelity (or any other financial institution).

 

I had no problem with this last year, but now I just don't see how to do it. It is frustrating because TurboTax sent me email that the forms were ready (from Fidelity) to download into TurboTax. I wonder if this can only be done from a phone app(?), which I do not have.