topic Import from Fidelity in Get your taxes done using TurboTax

Import from Fidelity

coopboy86 — Mon, 23 Feb 2026 09:37:44 GMT

Import from Fidelity Investments not working (user name and password fields not showing up)

Re: Import from Fidelity

SteamTrain — Tue, 31 Jan 2023 15:43:21 GMT

@coopboy86

Wait until Friday...after the latest software updates

...... it's possible that your paper/PDF documents are available within your Fidelity account

BUT

The tax import documents have to be specially created and are formatted differently, and can take longer to create....so perhaps it is those that are not ready.

____________

For Myself, I'm not concerned, since when I try to access my PDF tax documents, in my account on their web access, they tell me mine will not be ready until after 11 Feb. Those with REIT holdings may have to wait until March.

IF you can get your Tax document PDF files from within your Fidelity account, then it may be several more days--to a week, before the special tax import files are ready.

Re: Import from Fidelity

RH55 — Sun, 05 Feb 2023 17:27:22 GMT

... still not working as of Sunday February 5, 2023. Is it Fidelity's issue or Turbo Tax?

Re: Import from Fidelity

SteamTrain — Sun, 05 Feb 2023 18:05:02 GMT

@RH55

Results are all over the place...some folks get in....some don't.

Based on what others have posted, I'm starting to suspect some crosstalk with the Fidelity site if you happen to have your Fidelity site/account access, open separately in another browser tab/window...so make sure that everything else is shut down before you try the TTX software's Fidelity import.

Re: Import from Fidelity Investments

NancyN48 — Wed, 22 Feb 2023 21:49:58 GMT

The Fidelity Investments screen does not display user name and password login information. If I push "Continue", I get a screen for Intuit????? Currently unable to import data from Fidelity Investments. Fidelity is unable to help. They indicate the online version of Turbo Tax is working, but I need the offline version. Nancy

Re: Import from Fidelity Investments

SForrestLO — Mon, 27 Feb 2023 21:05:31 GMT

Please see the workaround provided in this thread.