Yeah...for some STRANGE reason...IF you are using the desktop software, you must sign into your TTX account first. This doesn't mean you are actually using the Online version...I "Think" it just means that there may be some special routing involved with the import..
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Instead of trying to do it all at the same time, go up to the "File" menu item along the top of the Desktop screen.
Get the dropdown from that and you will see, towards the bottom of the dropdown menu, there is a selection to log into your TTX account. Log in there first (if it doesn't indicate you are logged in already)...then go to the Wages&Income area to initiate the Fidelity download. It might be a cleaner process that way.
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One thing to note, though I'm not sure it is true in all situations, but if you are trying to get a "pension/401k" 1099-R from the Fidelity NetBenefits area, those 1099-R imports have never been available to me.
The separate login selection for the regular Fidelity Brokerage have always worked for me for that brokerage data....1099-B/-DIV,-INT,-OID etc. Probably works to import IRA/ROTH-IRA 1099-R forms located there too.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
