I can't know your situation fully , but I've had two different pension 1099-R forms in the past (only one now), and have never been able to import those 1099-R forms from Fidelity NetBenefits. Maybe it's just the corporate 1099-R forms that I deal with.....don't know for sure whether it is which company's forms you are dealing with, or whether NetBenefits doesn't' create the specially-formatted tax files that at are needed for import.
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On thing that you might try, that might work?
Before you try to import from NetBenefits, log into the NetBenefits account separately in whatever your default browser is (normally Safari for MACs, but I don't know if you can change that...Windows lets you change the default). Then leave that open while you start your attempt to import whatever might be in NetBenefits for you.
IF it doesn't that way either, you'll just have to enter whatever data you need manually, using the paper copy of the same form-type in front of you.
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My Regular Fidelity brokerage account tax files do import perfectly well though.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
