Fidelity Investment import not working.

[ratson]

Having same problem. Says transfer successful, but then just goes back in circle to continue leading to same requests and outcome

[XKtaxes]

i got it to work on my surface pro 11 desktop TT.

1- select fidelity in tt ( not net benefits)

2- have it open intuit login screen

3- screen resolution settings at 100% and no extended screens critical here

4- login to intuit

5- it will guide you to opening a browser screen (i used edge but not sure if it matters here)

6-fidelity pops up, enter your credentials.

7-download confirms 

8- check to see if correct.

thanks to all fir your comments 

[peterm6389]

Your experience matches mine except step 8 where TT gave an error saying the 1099-B could not be imported.  This whole fiasco is a (bad) joke. Taxes are bad enough without having to deal with recalcitrant software!

[MA_user1]

This is the same issue I'm having!  I tried reducing the screen resolution to 100% and display resolution to 1280 and 800.  Nothing works.  I keep getting the Intuit login screen, but am unable to enter in a user name or password.  The boxes are greyed out.   I reinstalled Edge on a Windows 11 PC, deleted the cache and cookies.  Nothing works.

[CarissaM]

If you are unable to import the 1099, it would be best to click here and give us a call so we can look into this further. 

[taxgirl26]

I have now called TurboTax customer service.  The customer service rep basically said that she has been getting a lot of calls about Fidelity imports, but did not have a solution.

[TiffanyL]

@taxgirl26 

There are a couple of things you can try. Can you try the steps provided below to see if that resolves your issue:

• Log completely out of your TurboTax account
• Clear cache and delete cookies
• Then log back in and see if you are still having the same issue

You can also try using a different web browser. Some of these steps have worked for other individuals.

You can also check here to see if any of these resolutions work for you.

[Mmm12]

No! That does not work! Has turbo tax made any changes to fix the problem?

[CarissaM]

They are working on a few things. If you are unable to import them, it is best to manually enter the 1099 into the return. @Mmm12 

[Mmm12]

And then I’m sure turbo tax will return my purchase price! 

[scottvf]

my 1099 is over 200 pages...SO.. manually entering them is NOT an option!

The only reason I bought turbo tax is for this reason. If I was able to manually enter this info, I would not need turbo tax!

[Mmm12]

I was told this would be fixed by 3/3/23 but it is not!  Has TT made any improvements to the program?

[TiffanyL]

@Mmm12 

Can you use the FAQ link provided below and check out the response by db9fan and let us know if this resolves your issue:

Fidelity Import Issues

[ratson]

No it does not. Not applicable to my issue on inability to download Fidelity 1099 info which still does not work

[Mmm12]

We are not even talking about the same problem!! I cannot import any fidelity data!