Fidelity No Longer Available to Download documents From?

[gofast24]

 I wanted to download 1099-R that was indicated as available from Fidelity and went to connect to Fidelity in program and it is no longer there? It was there 3 days ago? What happened?

[VolvoGirl]

What was there 3 days ago?   Most  investment companies won't have the 1099 import files ready until mid Feb.  And the file you can see on the websites is only the pdf file, not the special import file.   And the 1099R section in Turbo Tax won't be ready until Jan 21 to enter or import.   The date was pushed back from Jan 14.

[gofast24]

Fidelity showing up as one of the Banks/Investment firms I could select was there 3 days ago or so. As of yesterday no Fidelity shown anywhere. And my 1099-R is shown as available in my Fidelity account. Is there a difference in a "import file" and a "pdf file"? Thanks for the help so far!

[VolvoGirl]

Yes the import file is different than a pdf file.  You can't see the import file on the websites like Fidelity.  They can have the pdf statement ready for you to download and print but the import files take longer for them to make.

And as I said you can't enter or import a 1099R yet.  That section won't be ready until  Jan 21, 2026 in Turbo Tax.  So try again after Wednesday.

[VolvoGirl]

OK I checked my Turbo Tax Desktop program.  I selected Fidelity and it gave me this screen saying Jan 31 to import.  Says the same thing for Fidelity Net Benefits

[gofast24]

Thanks! That helps but would of thought Turbo Tax would have sent e mail or at least info on Fidelity not ready rather than just disappearing it from the On line Tax program :(. One day its there and next just gone!  

[angeljfv]

Fidelity is not showing for me between the institutions I can link to my turbo tax account (Turbo Tax Premium online). Last year, I had two accounts linked (me and my wife's accounts). This year, the accounts showed auto-import not available, I thought to delete them and add them back in case that fix it; for my surprise I cannot even link the accounts back because Fidelity it's not between the institutions I can link to my account.

[AmyC]

Fidelity is on Partner List - Tax Import | Intuit  TurboTax is able to download now. Please try again after the company is ready for the download. It should be showing for you. Log out of your return and try one or more of the following:

• Don't use Internet Explorer.
• Clear cache and cookies,
• Sign in using a different browser.
• Sign in using a different device.

@angeljfv