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NancyEF
Returning Member

Fidelity Net Benefits Import Not Working

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. Screenshot 2026-03-02 092929.jpg

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1 Reply

Fidelity Net Benefits Import Not Working

@NancyEF 

 

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.*

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