Fidelity Investment import not working.

[Anonymous]

@MoniqueLO_ 

I already did a while ago. The person could not help me import using my TurboTax app on my desktop computer. They did suggest that I try the online version to import and then take that document back to my desktop. That did work. However, now, I received corrected 1099s from Fidelity and JPMorganChase and I cannot import them to the desktop. I have made many changes to my document on the desktop computer. Now, do you want me to take this back again to the online version? Why the hell did I pay for the desktop version if you want me to jump though the hoops to get around the crappy software Intuit delivered to us?

[garykrenek]

Hey Turbo Tax, instead of spending time giving all these convoluted work around solutions, why don't you spend your time fixing the problem so that the import works like it is supposed to (like it did in the past)?

[dknolte]

Okay.

I temporarily set my browser to Microsoft Edge and it worked for both Fidelity and Schwab.  Set it back to what I normally use and tried it again to test, and it did not work.

[garykrenek]

Resetting browser to Edge did not work for me (again).

[Anonymous]

@dknolte 

Are you using TurboTax for Windows Desktop or are you using TurboTax online using a Windows computer?

[dknolte]

TurboTax for Windows Desktop

[garykrenek]

TurboTax for Windows Desktop also (download from CD)

[SForrestLO]

Please see the solution provided in this thread. 

[GLUA]

That solution only worked for a few folks.  

[Anonymous]

@SForrestLO

Any official update on when this will be fixed? Changing the default browser does now work and some of us don’t want to use the online version “patch.”

Taxes are due in ~2 weeks and this (1099-B) has been a known issue for a while at this point… I spoke with TurboTax 2 weeks ago and they were supposedly working in this… 

[MoniqueLO_]

If changing your browser did not work, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you. 

@Anonymous 
 

[Anonymous]

@MoniqueLO_ 

The support has no idea what is going on… they connected with second level support and the only info is that they are aware of the issue and are working on this. 

Can you please follow-up internally and provide some update? Is this even being addressed? When will the update be released? 

[Anonymous]

@MoniqueLO_ 

I also had talked to Intuit customer service / tech support several weeks ago. I was told that Intuit is aware of the problem. They told me to call Fidelity. I called Fidelity and the tech person instantly recognize the reason for my call and told me that he has been fielding these calls a lot and was quite angry at Intuit for bouncing their customers over to another company.

I saw an update for TurboTax desktop for Mac this morning. The update does not resolve the problem we all have been having with import 1099-B from Fidelity.

I still cannot believe Intuit treating their loyal customer  (for 30 years) this badly. Either they are stupid, arrogant or just don't care to support their software for a section of their customers.

This is very very sad indeed 😪

[Cottonbowl]

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!

[Cottonbowl]

So far I have spent 5 hours talking to both TT and Fidelity. I'm glad I finally have my issue solved.

If you still have the issue importing 1099, and you cannot fix it by following the steps I posted above, call TurboTax [phone number removed], once connected to a customer service, ask for "Resolution Desk"! Don't waist time with customer service, they know NOTHING! The only thing they do is wasting your time and testing your temper.

Resolution desk knows the answer, and they won't share with customer service. Miracle.