Why can't I download my fidelity 1099-R ?

9julia30 · ‎March 3, 2023

ChondelLO · ‎March 3, 2023

For information on what to do if you can't import your 1099, please visit the help article below.

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SteamTrain · ‎March 3, 2023

IF it is from the regular Fidelity Brokerage account...maybe

If it is on the Fidelity NetBenefits login area...probably not...in my experience, NetBenefits 1099-R's have never been importable.

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

Do you have an Intuit account?