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Investors & landlords
I finally have all 1099-B imported into TurboTax (Windows ) today 3/31. Here're the steps:
1. Make sure you choose "Fidelity Investments", DO NOT select "Fidelity Investments - NetBenefits". The one with"NetBenefits" will ask you to log-into your account in the next page and always showing unsuccessful info.
2. On the next page, click on "Continue". I always stopped here before because no log-in info was showing here and I thought it's a bad link, but actually it is the correct one, tricky.
3. A pop-up window will let you know the default web browser will start , then click OK.
4. An Edge window opened now, then you click on "Get my form".
5. The Fidelity log in window popped up.
6. After log-in, it will show "connection complete!"
7. Now when you go back to TurboTax, you should see all the available transactions ready to be imported.
I hope I could paste screen shots but looks like not. Good luck everyone!