IMPORT OF FIDELITY DATA WILL NOT PULL IN BOTH MY WIFE AND MY OWN 1099-R (CD version Home & BIZ)

[pengun]

This works for me. 

If you ahve 2 accounts at the same brokerage, say Fidelity, what you could do is:

1. Use your "default browser" to go to Fidelity.com and log in with the account that you want TT to download. Once you logged in, 

2. Go to TT and ask it to download the tax forms. 

Hope this works for you too. 

[surfcitydude]

For me, when I went to access my fidelity account, it showed I was already logged on so I just logged off.  After that the next import process asked for the logon credentials for the account to be imported.

[JRomer]

Carissa -

Please make sure you understand the issue being reported. We all know how to import our data, but for some unknown reason, Intuit changed the way it imports Fidelity Investments. My wife has her own accounts. But the new implementation does not allow us to enter a new set of credentials. It is saving our credentials used for my own data, so I can never enter my wife's data. That seems like a major security issue as well as a problem for users that have imported for years.

John

[JRomer]

No, I cannot enter the data quickly. Does no one understand the complexities of short-term and long-term capital gains and all the entries that need to be made to enter the many transactions I have? It's like 3-4 hours of work. 

It is not just a few pieces of data from a simple form for all users.

[SantinoD]

You can enter a summary for each sales category. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered. This is an option instead of entering each transaction. 

You'll enter the summary info instead of each individual transaction. Follow the steps below:

TurboTax CD/Download

1. Open or continue your return (if it's not already open) and search for stock sales
2. Select the Jump to link in the search results
3. Answer Yes to Did you sell any investments in 2022?
   • If you land on Here’s all the investment accounts we have so far, select Add more sales
4. Answer Yes to Did you get a 1099-B or a brokerage statement for these sales?
5. On the screen Let Us Enter Your Investment Sale Info, select I’ll type it in myself and Continue
6. Enter the name of your bank or brokerage on the screen Which bank or brokerage sent you this form? and Continue
7. On the screen Tell us about your 1099-B, select I’ll enter a summary for each sales category
8. You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue
9. On the screen Do you have another sale to enter from your 1099-B? select Yes to enter more sales from your 1099-B, or No to see a summary of the sales you already entered, then select Continue
10. Once you’ve entered all the sales on your 1099-B, you’ll see a summary of all the sales reported. Select Done

@JRomer 

[surfcitydude]

Have you tried a solution provided by Pengun and myself just above?  It seems after importing the data and clicking done, TT is not logging off the Fidelity account so you must do so before importing data for another account.  I hope one of our solutions work for you.

[pyrotecnico]

I sure would like to see the IRS PUB that allows you to just enter the 'summary' total(s) for Short and Long Term holdings - and not the individual trade info. 

This still doesn't take care of the giant security hole TT has implemented with (at least) Fidelity. 

And the import of ALL 1099's - for both Spouses - USED to work just fine - now it's a mess.

[tgsl]

I followed someone's advise and went to my browser, logged out of my account on Fidelity Account, then logged in with my wife's id.  After that, I went back to Turbotax and tried to import information from Fidelity and her information (1099s) were there and I was able to import.  I only lost 2 hours trying to figure this out.  Very frustrating...as if filing taxes were enough.  TurboTax is suppose to make this easy.

[chfcom]

None of the previous given solutions worked for me.

I tried several.

Finally, I found this worked:

Closed all chrome browser windows. NOTE: I am using windows 10/chrome.

Using desktop aka download version of TT.

Try import again, it worked!!!

[fernabrams]

When I re-opened this today, the stupid intuit interface was gone. YAY!

[soulofwit]

As I think others have suggested, the core problem is this: TT does not properly log off from Fidelity after doing its thing.  (In my case it even fails to download, although it reports success.)  So do this: after TT has finished, access your Fidelity account again, using your bookmark: you will find yourself still logged in.  Now log out.  Then try another Fidelity download: you will be required to log in again. (Yes, I've done this, and yes it works every time.)

At the end, make sure you're logged out all the way.   Maybe this will get fixed sometime down the road, but until then we just have to work around the problem and make sure we're protecting our accounts!

[chfcom]

Perhaps account protection is a problem, but I assume this is easily fixed by powering down your computer, or following your steps

My problem, as of yesterday morning, which was NOT EASILY FIXED, by any of the solutions, except the one I described, is that when we attempted to import my husbands tax forms  from Fidelity into turbo tax, Turbo Tax would repeatedly import ONLY MY FORMS.  None of his forms were included, and at the time that is all we wished to import. We were not given the option of signing into his or any other account. Only after I closed all chrome windows was I asked for a logon id and password. 

[mvaughn96]

I had a similar problem.  My first Fidelity information was downloaded properly after I followed the new process and logged into my Fidelity account as prompted by TurboTax.  When I tried to subsequently download my wife's Fidelity information, I was never prompted for a new UserID and password.  Instead, TurboTax automatically downloaded the same information as the first download.  After experimenting a bit, I realized TurboxTax did not terminate the original login to Fidelity and my Fidelity account was still accessible from my Chrome browser.  Upon realizing this, I logged out of my first Fidelity account manually on the Chrome browser.    When I ran TurboTax again to download my wife's information, I was once again properly prompted for the Userid and password and the download worked properly.

[pyrotecnico]

And this is the huge security hole created by Turbotax.  Keep in mind that because TT does NOT log you off after importing data -  it also means that hackers can break into TT and worm their way into your 'open' Fidelity account.  It's a huge security risk created by TT.  

Why did TT mess with a process that had worked fine for years?  Did they hire laid off programmers who felt obligated to 'do something'?

[Kylekai]

TurboTax will use an active login to Fidelity in the browser if you are currently logged in.  TurboTax will display a Fidelity login screen if there is no current active login to Fidelity in the browser.   If I do not have an active login to Fidelity in a browser and TurboTax triggers a Fidelity login screen, then after I enter the Fidelity login credentials and TurboTax imports the tax data, I go to Fidelity.com in the browser and I do NOT have an active login session to Fidelity.  

This is what I have found about importing Fidelity investment tax information.  I had a tab in my browser with an active login to my Fidelity account.  When I triggered the import of tax information from Fidelity, Turbotax opened a tab in the same browser and imported the tax data from the active login to my account.  I logged out of Fidelity and logged back into Fidelity under my husbands account in my browser.  I then went back to Turbotax and triggered the import of Fidelity data, then TurboTax opened a tab in that same browser and used my husbands active login to Fidelity and then imported his tax data.   If I log out of Fidelity and do not have an active login to Fidelity, then TurboTax import of tax information will trigger a Fidelity login screen.  I do not find that I have any active Fidelity login session after TurboTax triggers a Fidelity login screen.