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Can't Import 1099-R docs from Fidelity
I have Fidelity 401k distributions, and I want to import the tax 1099-R tax forms. When importing, TurboTax shows two Fidelity sources: Fidelity Investments and Fidelity NetBenefits. If I choose Investments, the message says "it looks like you have no tax forms". If I choose NetBenefits, I get a "maintenance notification from your import provider" and details of "Fidelity NetBenefits is not available for data import at this time".
It is now well into tax return season. I can log into Fidelity NetBenefits and see my tax documents so they are there. Why can't I import these into TurboTax?
‎February 28, 2025
9:47 AM