Import not pulling in any stock transactions-Fidelity or Vanguard

[11486]

We are having this problem with Fidelity. First we get a message that the import is successful. Then back in TurboTax we get a message that the import failed and we are referred to a link about what to do with more than 10,000 transactions. We do not have that many transactions. At most we have less than half that many. We are using the cd-rom which is supposed to accommodate 10,000. Apparently it does not, not even close. We have communicated with Fidelity and understand that all is well on its end. We know that we can input data manually, but that is not why we purchased TurboTax. 

[MumofPaints]

I think there are many threads on this same topic (regarding imports and other investment groups and banks)- if someone were to put them on the same thread it would be outstanding.  I can not believe that TT has not addressed this or at least confided it is an issue they are trying to address.  These so called "experts" that keep responding with comments that do not help crack me up!

[GLUA]

I just did it with no improvement.  

Can someone from TT claim that a change was actually made to the process on the CD/download version?

I have not seen an update to the program.

It is no help if jumping through hoops, someone can magically get their forms downloaded.

Some of us have more data in our 1099Bs than others.  I was able to import the 1099R a few weeks ago before the 1099B forms were ready.

It is the same computer, browser, and the version of TT is current.

There is a name for folks who do the same thing without making any changes and expect different results.

That name probably applies to the folks who tell us to do the same thing over and over and over.

I will continue to work with the data from the online version.  It is better than nothing.  

I would love to talk to the person or persons who is trying to fix this.

I think the process finds a 1099b that it doesn't like for who knows what the reason.  The process throws an error but doesn't list the 1099s and which file it didn't like.

During the online version, I was made to close multiple warning boxes.

There was one transaction in which the cost basis was blank.  I had to review multiple screens of transactions and edit that one transaction and put in a zero.  

Could the download version have a similar issue?  It finds something it doesn't like and just jumps off the bridge.

I have over 55 years IT experience.  Have I ever made mistakes, sure.  Did I fix them?   Most of the time.

[clayton787]

Same problem.  I get a screen that the import was succesful but it pulls no transactions of any kind.

[MoniqueLO_]

Please see What if I can't import my 1099? and be sure to review the Troubleshooting section for instructions. 

If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you. 

@11486 

@clayton787 
 

[fedmda]

You are evidently an idiot who hasn't read the complete thread. Other TurboTax idiots have offered the same useless advice that hasn't solved the problem. I will be using different tax software next year. 

[GLUA]

I may well be but I am a retired IT person.  I see TT as a CPA/IT company and I want them to succeed.

I wrote my rather nasty comment to hopefully nudge them into doing something.  We will see if they do.

[fedmda]

I was definitely not referring to you, GLUA, but to Monique, the TurboTax "expert" employee who posted above with more worthless advice. I sincerely apologize for not being more specific. These so-called TurboTax expert employees keep giving the same worthless suggestions. They don't read the thread. It would be nice if TurboTax would hire competent customer service personnel. 

I'm currently using the CD premier version loaded on my laptop, and the fidelity import screen doesn't even provide fields in which to enter my user name and password. 

[MoniqueLO_]

Please feel free to contact Customer Support again so you can speak with a TurboTax representative who can assist you.

@fedmda 
 

[GLUA]

I have some good news.  I was able to create an online return and import two different accounts from Fidelity.

Make sure that when you start the return, you specify that your 2021 taxes were done in the download/cd version.  When you do that, last year's data is retrieved.

You will have to clear any warning messages before you can download the return for further processing in the program version.

There are three steps:

• Start an online return using the last year's file from your computer

• Correct any warnings. (if you want, you can go through the menus and add other data)
• Download the online file to your PC.

When I asked for help, I used the phone option and then requested technical support.

If you have gotten this far, please don't be afraid to ask for help at the service center.  We were able to do screen sharing so they could walk me through the steps.

And yes, I did have to reenter information that I had put in the program before the import error but I have a return with no errors. 

I'm sure that during tax season, the IT folks have a list a mile long of things not working or improvements.

TT is providing technical help for a workaround.  If TT support helps enough folks, it may raise the issue on the priority list.

I hope this post helps others get their taxes completed.  The road may be a little bumpy but you will get there.

[fedmda]

I DID contact "customer support" and spoke with a "specialist".  SHE COULDN'T SOLVE THE PROBLEM EITHER! 

Get your software engineers working on solving the Fidelity import problem or you will lose thousands of Fidelity customers next year. I will be one of them, and will migrate to different tax software. 

[GLUA]

Did you mention the three steps necessary and ask for help in walking through the steps?

When I was first connected to TT IT folks, we were on the phone for several hours trying to diagnose the issue.

Now that a solution is known, ask them to help you with the solution.  Refer to my posts about the steps.

If one of the TT folks could supply the best way to get technical help with the solution, it might help.

[tuser8]

Thanks for all the work you have put into finding an imperfect solution and posting results.  Have the same problem.  Have already spent too much time entering much manually to start over, but thanks for this.  Hopefully the glitches I have run into this year will be fixed for next year, but made sure I bookmarked this in case not.

[CarissaM]

It may be best to call and get a different agent, as we do have some amazing agents who can walk you through it. @tuser8 

[mythryl22]

I was having the same problem.  I finally closed TurboTax and then switched my default browser to MS Edge.  I then restarted TT and tried the download again.  This time it worked.  So, the problem is either TT or Fidelity do not have their processes set up to use all of the browsers.  If you're having this problem, make sure MS Edge is your default browser, and the download should work.  The easiest way to make Edge the default, is to manually start Edge, and when it asks if you want it to be the default, just say yes.  When you're through, you can change back to your regular browser by following the same procedure.