anntcy
New Member

Get your taxes done using TurboTax

Fidelity isn't looking for your password.  It's looking for your Document ID # to import.  It caught me with a few attempts too, but then I realized it was asking for the UserID and Document ID #.  


Essentially, that means you need to log into Fidelity to review the tax document to get the document number, or if you get the paper version of your tax document, it's on there.

 

Be careful trying to use the Fidelity link to TurboTax though.  I tried it to get the discount and TurboTax auto-upgraded me to Premier, which I don't need.  I was so careful throughout not to trigger Premier, but the Fidelity Link seemed to do it.  You cannot downgrade without starting over entirely!!