TiffanyL
Expert Alumni

Retirement tax questions

@trailertrash36 

 

If you are having issues importing, you may want to check and make sure your financial institution or brokerage is a TurboTax 1099 partner. If it is and you are still having issues, please see the FAQ link provided below for assistance:

 

What if I can't import my 1099

 

You can also try the steps below as a possible workaround:

  • Close and restart TurboTax
  • Make sure the data for the first Fidelity account is there
  • Identify your default browser that TurboTax will open to import data from the second account
  • Clear all cookies and cache….clearing cookies alone will not work
  • Input the login information for the second Fidelity account when TurboTax asks

 

 

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