I followed the prompts to download my 1099 tax info from Fidelity. All seemed to go well. I successfully logged into Fidelity and I got a screen with the message “Success! We got your tax data. You can now return to Turbotax.” But when I returned to TurboTax, nothing had changed.
Attempt 1: The first time I did this I declined to give TurboTax requested permissions on a Windows 11 screen that popped up after I received the “Success” message. (The permissions seemed ominous and unnecessary since I Turbotax told me it had my 1099 data.)
Attempt 2: After the first try, I exited Turbotax without saving the data file so I could try again fresh with the intention of approving the requested permissions. I got the same result except a Windows 11 screen did not appear asking me to approve permissions.
Attempt 3: I exited Turbotax again without saving the data file and tried again after restarting Turbotax as an Administrator. Same result is in Attempt 2.
Guidance would be appreciated.
BTW, I have a CSV file version of my Fidelity Consolidated 1099, it there is a way to import that into Turbotax.
