Importing 1099B Form

Forum|Forum|3 months ago
March 30, 2026
1 reply
82 views

Trying to import Fidelity 1099B from National Financial Services (NFS) TT wants me to sign in to Intuit, then enter User and password for NFS but I do not have a direct account with NFS. This never happened with previous versions.

CesarJ

Level 6

TurboTax asks for a Fidelity National Financial Services (NFS) sign-in during the 1099-B import because NFS handles Fidelity brokerage accounts. If you don’t have a direct NFS account user ID or password, this can cause issues.

Currently, TurboTax requires you to log into NFS as part of the import process to retrieve your 1099-B. Since you don’t have a direct NFS login, you won’t be able to import automatically.

You can manually enter your 1099-B details from your Fidelity tax documents instead. This avoids the sign-in requirement and ensures your information is included correctly.

To manually enter your Fidelity 1099-B in TurboTax Online, follow these steps:

1. Go to the Wages & Income section.
2. Scroll down to Investment Income and select Start or Update next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
3. When asked how to enter your 1099-B, select I'll type it in myself.
4. Enter the details from your Fidelity 1099-B form exactly as they appear, including sale dates, proceeds, cost basis, and any adjustments.
5. Review each entry and continue through the prompts.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"