Imported 1099's yesterday and there are no stock transactions for either my Fidelity or Vanguard account. I can see them on the 1099 that each account has published. Just talked to tech support and they said if the import didn't pull them in, the only option is to manually enter them into Turbotax. Anyone else have this problem?
You may want to check and see if your financial institution or brokerage is a TurboTax 1099 partner.
I had the same problem. Well, not exactly the same. When I switch back to Turbotax, I'm presented with an error that the 1099B didn't load.
I know I have less than 10,000 transactions. I guess I will have to enter the summary. So much for the benefit of TurboTax importing the information so I don't have to.
I did not receive any errors, just the message that the import was successful. After reviewing the official answer, I manually entered the transactions. I never was able to import the Fidelity data. It's probably time to move the rest of the Fidelity money over to Vanguard.
Have you tried a different browser like Microsoft Edge or Google Chrome? Many people have stated using Edge and removing the pop-up blockers has helped. Please let us know if you are successful using a different browser.
03/02/2023 Same here no ability to import 1099 from Fidelity. I was on the phone for an hour and finally got a ticket number. Later got an email with the ticket number canceled. GREAT SERVICE! SPENT HOURS ON this today!
I spent a couple of hours today as well. I would love turbotax had a technical support that you could directly talk to an IT type person.
Pretty discouraging.... tried again this evening "in case"! Considering a request for a refund as I may just give it to an accountant moving forward. Importing has always worked before. I agree the person I spoke to had NO CLUE and NO apparent resource. I was hopeful after they opened a work ticket but later they cancelled it requesting I call back if I continue to have problems. Seems like no one is knowledgeable or resourceful anymore. No way can I enter 100's of pages manually.
If TurboTax doesn't get the import to work, I will enter just the summary information. I will make a copy of the tip from Turbotax that is what they recommend.
I will ask my Fidelity representative why Fidelity supports such an organization.
Why does the program not load accounts that don't have 10,000 entries or a 1099B? Why?
I have tried Chrome, Edge, and Firefox. Popups are allowed. I'm using the download version.
The import worked several weeks ago when I only had my 1099R.
It looks like the program aborts when it thinks there is an error in one account. I don't believe there is an error. I'm sure my 1099R doesn't have any 1099B errors.
Is there a way to contact technical support? The folks who know the program and not just those who help with downloading type problems.
There appears to be a flaw in security. The screen which requests the user name and password does not display if Fidelity is open in another window. The import then pulls in the data for the account that you are logged in to. It does not matter whose return you are preparing!!! If Fidelity is closed, then the system hangs up when the user name and password is entered followed by a phone code. Is there a solution for this problem?
Please check out the FAQ link provided below and take a look at the post made by db9fan, and let us know if this helps to resolve your issue:
That made no difference. I asked for interest only and still got the 1099B error.
I have to wonder how many copies of TurboTax Fidelity purchases for its clients or gives a discount. They didn't get their moneys worth this year.
This client has spent hours trying to get the import to work. I have talked to multiple Turbotax agents and the problem persists.
Fidelity Investments is a partner, and I was able to import last year. Fix the bug in TurboTax that is preventing the import, or I'll need to find another way to do my taxes.
If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.
Please see What if I can't import my 1099? for instructions. Additionally, please keep in mind that if you are entering a Document ID it is case sensitive.
I tried deleting both the Fidelity and Turbotax cookies and history. No improvement.
I'm using the download version. I did see The import file size is limited to 4MB while poking around. I have no idea how to tell the size of the file.
I would hope that between Fidelity and Turbotax, that there would be a work around.
I downloaded the CSV files from Fidelity and there is less than 3000 rows in the file. I'm not sure how that relates to the 10,000. The file size seems to be way under the 4MB mentioned above.
I sure hope Turbotax and Fidelity figure this out for next year. I don't know how many copies Fidelity purchases for their clients but I suspect more than a few. Fidelity also offers a discount.
I have a BUG in my Fidelity Investments 1099B Import / I did all the steps / Last step said- CONNECTION COMPLETE / SUCCESS WE GOT YOUR TAX DATA / YOU CAN NOW RETURN TO TURBO TAX , after that nothing, I have to go through the process over and over in an endless loop. Please help with this frustrating issue.
A technical service person at Turbotax was able to help me create an online return. We were able to import all of the 1099 forms.
We were then able to download the file to my laptop and open the return and all of my 1099 data was there.
The online version didn't import last years data so I now have one return with last years data and other input I made this year.
I need to figure out if there is a way to import last years data into the file with the imported data.
It appears there is a problem with the import process on the download version.
This has been way more complicated than it should be. Hopefully, it will be fixed soon. I need to take a deep breath and figure out my next steps.
It's not the browser that's the problem. It is the TurboTax software. TURBOTAX LINK TO FIDELITY ACCOUNTS IS BROKEN AND I CANNOT LINK AND IMPORT ANY OF MY FIDELITY OR FIDELITY-NETBENEFITS DATA.
I am using a recently updated CD version of TurboTax Premier 2022 loaded on my laptop. I have never had this issue before. One reason I use TurboTax software is so I can import my very complicated financial statements from UBS, Merrill Edge, and Fidelity. UBS and Merrill are working fine, but Fidelity has been broken for at least the last two weeks, when I FIRST reported the problem. At that time I spoke with a Fidelity agent, and he said that TurboTax was aware of the problem and should have a software update early March. WHERE IS THAT SOFTWARE UPDATE??????
PLEASE REPAIR YOUR SOFTWARE SO THAT I CAN IMPORT MY FIDELITY FINANCIAL STATEMENTS LIKE I HAVE BEEN ABLE TO DO FOR THE LAST 10 YEARS!!!!!!!!! OTHERWISE, I WILL BE USING A DIFFERENT TAX SOFTWARE FOR 2023.
So happy for you you found someone willing to address the import problem!! Good luck getting the rest of your data in the correct places!
Thanks. Now I have to input all of the non Fidelity data that I had entered into a return before I hit the import wall.
I had my taxes 95% complete waiting for the Fidelity 1099s. I have to re-enter all of that information.
What fun! I hope Turbotax can locate the issue for others.