topic Fidelity investment and retirement forms are available however, turbo states they are not available for download????? in Get your taxes done using TurboTax

Fidelity investment and retirement forms are available however, turbo states they are not available for download?????

mdhertrick — Mon, 23 Feb 2026 10:00:59 GMT

Re: Fidelity investment and retirement forms are available however, turbo states they are not available for download?????

xmasbaby0 — Fri, 27 Jan 2023 16:07:12 GMT

Fidelity and many other financial institutions make your tax documents available for you to view online or to print for yourself before they have them ready for importing into tax software. It may be several weeks until the data is available for import.

Re: Fidelity investment and retirement forms are available however, turbo states they are not available for download?????

SteamTrain — Fri, 27 Jan 2023 16:11:31 GMT

@mdhertrick

IF from Fidelity NetBenefits.......those have never been available in the special format to have them directly imported into any Tax software. (the same may not be true for their regular brokerage accounts, but I don't have any 1099-R from that source to test it )

SO far, unless they change their process in some future year, you'll have to enter them manually:

___________________________

Once you get into teh 1099-Interveiw

Click on Change how I enter my form.
Click on Type it in myself.

Then enter yoru data from the paper....or PDF form in front of you.

(I don't recommend using a PDF import either...too many errors...enter the data manually)