Problem Uploading Tax Reports from National Financial (Fidelity)

Attempted to upload my brokerage tax docs from Fidelity , have done this for 10 yrs with no issues, but with current Premier version when I selected National Financial (Fidelity's reporting source) a Wealthscape Box opened asking for user name and password, I tried using my Fidelity credentials, doesn't work, called turbotax and reported this issue, don't know what happens next - has anyone else experienced this issue ?

968

Intuit Alumni

Feb 14, 2023 1:35:05 PM

Please follow the instructions here in order to import the return into Turbo Tax. If you are unable to import, you can follow the instructions here to manually enter this into the return.

Please let us know if we can further assist you.

Returning Member

Feb 8, 2024 7:27:27 AM

I have used Turbo Tax TT) for several years. But today, I'm not able to download Form 1099 B from National Financial (Fidelity). TT is asking for WealthScape Investor ID and Password. I normally use my Fidelity user ID and password to import 1099 B. Do I need to register to WealthScape? Thanks, Sid

Expert Alumni

Feb 8, 2024 11:30:42 AM

You could try using your National Financial credentials to sign in at the import page.

If this doesn't work for you, try signing in directly through the Fidelity links provided.

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Problem Uploading Tax Reports from National Financial (Fidelity)