@paularyan wrote:
. I also tried entering Fidelity as my Payee in Turbo Tax, brought me to a Fidelity site, I entered my User ID and PW, then a message popped up that said tax forms found, return to Turbo Tax, but that didn't work either, nothing came through. What do I do now? How do I transfer these 1099's into Turbo Tax?
I don't know if you are using the Online version or the desktop product. That may be a known issue at least in the Online product with a workaround, that's not specific to Fidelity but also other brokerages. I don't know about desktop version. Did it act like the import was successful, but then nothing was available in TurboTax? Users who have had indications that the import worked then nothing was found after importing appeared to have occurred have had to enable a specific browser possession called "allow local network access" or similar wording in regards to Intuit/TurboTax. Some users might have gotten a browser popup asking for Intuit to "access local network" or similar wording, with an "allow" or "block" toggle. If they denied it import didn't complete. Some people who have set their browser security higher have "local network access" blocked by default in their browser settings and may not have gotten a prompt. It may be configurable for specific websites. People using various browsers have been able to find a setting for "allow local network access" then allowed Intuit/TurboTax. Different browsers likely have a different approach to get to it in their settings. Others simply tried various browsers until it worked.
