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Get your taxes done using TurboTax
Historically, for over at least the last 18 years, Fidelity NetBenefits has never provided direct imports of 1099-R forms into the TTX software. I've always had to enter them manually.
Maybe they wanted to start providing the 1099-R forms as imports this year....but haven't actually programmed their computers properly to do it yet. I have two 1099-R forms from them this year....I just entered them Manually.
(No, I tried and couldn't import from them either, but I wasn't really expecting to be able to do so)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 1, 2026
6:20 AM
570 Views