Hi @TiffanyL ,
Fidelity Investments (Olivia), has indicated the following:
"Thank you for that information.
I do apologize but with the NetBenefits website you do not have the ability to upload tax documents directly. You will need to download from the website and upload to Turbo Tax separately.
I am sorry for any inconvenience this may cause you, I can put in a customer comment to hopefully get this updated for the future."
So, the listing of Fidelity Investments as a partner for downloading tax documents is not accurate. They do not support this feature. There is no way around it. There is nothing wrong with people's access credentials. Fidelity will look into adding this feature, most likely will not be available for this year. Maybe next year? This is something that Turbo Tax will need to coordinate with them.
