I had the same problem. The response from Critter-3 is useless. If I didn’t want a tax program that worked correctly, I would save $40 and use a pencil. TurboTax has worked pretty well for me for many years, and I expect no less for 2022. I want to see the import work correctly for me AND everybody else.
I’m using TurboTax 2022 Basic and Google Chrome. I have five accounts at Fidelity and my wife has two. We file jointly. Before 2022, I entered the Username and Password each time I downloaded 1099’s from Fidelity. Doing it once for me and once for my wife worked as expected. For 2022, TurboTax just grabbed MY 1099’s from Fidelity, without asking for any credentials, let alone using two-factor authentication. I don’t know how TurboTax does this, but it looks like a security flaw.
I tried changing the Import Options as db9fan suggested. TurboTax said there was an error and refused to import anything. After it failed a few more times, I restarted TurboTax and tried again. It asked for credentials, sent a text to my wife’s phone to verify her identity, and then worked correctly.
My tax return appears to be correct now. However, TurboTax 2022 managed to access my Fidelity accounts, and I have NEVER, at any time, entered Fidelity credentials while TurboTax 2022 was running. How is TurboTax doing this? Did they secretly save my password when I imported 1099’s for 2021? When I re-read this thread, it’s clear that the real problem is that TurboTax is accessing everybody’s financial data without a username, password, or two-factor authentication.
