TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 2

Question

Fidelity Net Benefits Import Not Working

1 reply
236 views

I have tried several times to import Fidelity Net Benefits 1099R. I follow the import instructions and once I login to Net Benefits, I receive an error message saying that import not available until October 2026. I have cleared my history, cookies, everything. It still doesn't work.

Level 15

I'm not sure why NetBenefits is listed at all.

For the past 18+years I have always had to enter my two 1099-R forms manually. The direct import into tax software has never been available before.

Maybe they were going to start this year....but apparently not.

Just use your paper/PDF 1099-R form as a reference sheet, and "Type it in myself"

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*