I have tried to reboot the computer, update TT and nothing works. I have used TT for many years and never had this problem. I need this to work to avoid inputting 100s of lines manually!
I HAVE THE ANSWER....
It's definitely a TT issue and it basically involves the screen resolution and scale. A TT representative gave me the idea of playing with my screen resolution. I usually use a very high resolution so I lowered to 800X600 which created a really large pop-up but it did come through. It still would not allow me to enter the login and password but at least I can see the box. Next I started increasing the resolution to 1280. I then started playing with the scale and the boxes went live when I reduced it from 150% where I usually keep it to 100%. Everything worked and I was able to download my Fidelity transactions.
You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described below:
I'm having the exact same issue with Fidelity Investments. Get a blank screen when I click on "continue" and attempt to sign into my TurboTax account.
All I can suggest is that you make sure that MS Edge is your primary browser, not Chrome or another one.
One person who was using the Brave browser...said they got it to work by turning off the Brave "Shields" (whatever they are)
Thanks for the suggestion, but I am using MS edge as my primary browser. When I try to sign into Fidelity Net Benefits, at least it gives me a sign in page, but I don't have any documents there. I don't understand why I cant at least get to the sign on screen for Fidelity. I tried multiple other options and can get to the sign in screen for all others.
ALL we can do is hope and pray the TTX programmers are actively working on this, and will figure it out in the next few weeks....It's a major issue here in the Forum this year...so it's likely the programmers screwed something up, and didn't test their changes very well.
Yes - I contacted Fidelity. They said it is nothing on their side. I should be able to import just like I have every other year. They did mention that several clients are having the same issue. I am hoping TT resolves it soon
@vservice A couple others have noted it worked OK once they turned off their Pop-up blocker. But I can't know if you have one set or not. (you may not realize it yourself).
Other: I have my Edge...Settings>>Privacy Search and Services set to "Balanced"
and have no issue with getting my Fidelity data.
Running Windows 11, MS Edge and using TurboTax CD, not online service. Running balanced privacy settings and have tried turning off Pop-up blocker. Still a white screen to sign into Intuit before it will download from Fidelity. Have tried turning off firewall and virus protection, no help.
IF you are using the Desktop software, try the following:
Go up to the menu...top left...select "File".
From the pull-down menu, towards the bottom is "Sign In"....click on that.
See if you can sign in first there. Of course, maybe it'll pop up a blank screen again
....I did have to wait a bit before the text and sign-in boxes showed up.
Nope....I clicked on "File" and it brings up the screen to "sign in" or "create account" but when I click to sign in it brings up a white screen and gens for awhile then nothing happens. Get the same thing when trying to download from Fidelity.
Crud....really bad programming on TTX's part this year. Never change what already works.
In a different situation (not TTX) where I encountered a blank screen...I hit Rt-clk <Refresh> and it populated. But that's all grasping at straws.
Yes, I'm having this exact same problem. Fidelity said it doesn't seem to be on their end. I worked with 3 Turbotax reps. The last one said this is a known issue and fix is to be expected Feb 23. I test it every day and still nothing, will we see it fixed on 2/23? Hopefully. TT said it works ok on the online version. If it doesn't work on the app I would expect a refund, but this has never been a problem in all the many years we used TT. Very frustrating.
Let's hope it gets fixed, They really missed the boat on this issue, NEVER should happen.
Just downloaded TT's 2/23 update. Still not connecting to Intuit login screen so I can't download from Fidelity. Still getting a blank (white) screen.
I also loaded the 2/23 update and it still doesn't work. The problem is the window I get after clicking on Fidelity (and Charles Schwab). When I click on Morgan Stanley, the next window I see (even when I am not connected to the Internet - so the browser doesn't make a difference), is a screen that asks for user name and password.
When I click on Fidelity. it gives me a screen with the Fidelity logo that instructs me to hit continue to import. I hit continue and it give me an Intuit sign in screen that with a sign in and create account buttons. When I click "sign in" it gives me the blank window which locks me up and I can't go further. Why can't I get a screen to enter my user name and password for Fidelity (and Schwab) when I click on Fidelity like I do when I click on Morgan Stanley? This is beyond frustrating. Can I get a refund from TT if I have to go to H&R Block to do my taxes?
Broke down and called TT. Representative was really nice but didn't have a real fix. In a few cases he said uninstalling and reinstalling the program has worked and clearing cache and cookies has helped but nothing else. He said he would email me if he ran across a better solution.
I HAVE THE ANSWER....
It's definitely a TT issue and it basically involves the screen resolution and scale. A TT representative gave me the idea of playing with my screen resolution. I usually use a very high resolution so I lowered to 800X600 which created a really large pop-up but it did come through. It still would not allow me to enter the login and password but at least I can see the box. Next I started increasing the resolution to 1280. I then started playing with the scale and the boxes went live when I reduced it from 150% where I usually keep it to 100%. Everything worked and I was able to download my Fidelity transactions.
Did you still get the box to sign into Intuit or did you get the sign in for Fidelity when you initially selected Fidelity Investments? I changed the resolution and can now see the sign in box for Intuit, but I am having trouble inputting my user ID and password. It looks like it will allow me to type it in, but nothing displays when I type. I will keep trying, but it seems like I shouldn't have to sign into INtuit I should get a Fidelity login screen.
After getting the box to sign into Intuit, I signed in and it took me to Fidelity where I also signed in.
I also had issues with the box and adjusted my "scale" to 100%, backed up and reloaded the page. I would also suggest closing out TT and restarting the program after adjusting the resolution and scale.
I FINALLY got it to work! Thank you Ron1000 for your suggestion. I changed my resolution. My scale was already 100%. I had to keep changing my resolution to get the Intuit sign in box to appear. I then typed in my user name and password even though nothing displayed when I typed it in. I tried about 10 times - changing the resolution multiple times during various parts of the process before I got it to work. So crazy, but once I got signed into Intuit, it took me to the Fidelity (and Schwab ) login screens and I had no troubles after that. I'm so happy that it finally worked, but it shouldn't be that much trouble.
Ron1000, I have been at this for a month and have called TT support at least 7 times with no help. I followed your instructions and was able to access Fidelity within a few minutes and downloaded my 1099 along with all the transactions. Thank you so much for your help! I was getting to the point where I was going to start typing all 40 pages of my transactions for the year and was not looking forward to it at all! Thanks again!
I am having the same issue. I have TT Desktop Deluxe (PC version). When I try to import Fidelity transactions, I get presented with the Turbotax login screen but it isn't usable. I have tried it with Edge and Chrome as my browsers (although I am not sure the desktop version requires browser access). I have the 2/23 update. I have rebooted my PC with no luck.
Why am I required to login to Turbotax anyway when I am importing transactions just from Fidelity? When I downloaded from Vanguard I didn't have to do this. It is extremely frustrating!