Importing National Financial Services not working

Forum|Forum|3 months ago
April 5, 2026
2 replies
87 views

Importing my Fidelity 1099 using Payer as National Financial Services. Turbo tax has a headline to use "WealthScape Investor Id" Believe it's targeting the incorrect company. Worked last month with no issues.

Input my Fidelity Userid & PW - fails each time. I can directly login to Fidelity. Using Google Chrome browser.

Uninstalling Dashlane Addon, see if that might be the issue.

Best answer by baldietax

I know the 1099s refer to NFS as payer but have you tried using the Fidelity Investments for the import?

baldietaxAnswer

Level 12

I know the 1099s refer to NFS as payer but have you tried using the Fidelity Investments for the import?

cpconserveAuthor

Level 2

Yes - that was the problem - should have used Fidelity Investments!! THANK YOU

LeticiaF1

Level 12

If you are having trouble importing your 1099:

Make sure you are selecting the correct entity, there are some entities that have similar names.
You also need to consider that both TurboTax Online and TurboTax Desktop support up to 10,000 of any combination of transactions and imports. If your file is larger, you will not be able to import it.
Check to see if your web browsers require permission to let a website send data to a program on your computer. See the following TurboTax help article for more information.
Make sure that your pop-up blockers are off.
Switch to a different browser.
Make sure that you enable third-party access to your brokerage account information.

If these do not work see the following TurboTax help article for more troubleshooting ideas:

What if I can't import my 1099?

If you want to enter it manually, follow the steps above and select Skip Import, then follow the remaining screens to manually add your 1099-B data.

@cpconserve