https://ttlc.intuit.com/community/taxes/discussion/unable-to-download-1099-r-for-pensions-from-fidelity-into-turbotax-desktop/01/2851241#M1040082 <P>1099-R for pensions are available for download on "Fidelity NetBenefits", not "Fidelity Investments". Only "Fidelity Investments" is listed in the TurboTax download menu, but they only have 1099-R forms for 401k accounts, not pensions.</P><P>.</P><P>At least for next year, could TurboTax please separately include "Fidelity NetBenefits" in the download list. Or contact Fidelity and figure out what needs to be done so that 1099-R for pensions can be downloaded directly into TurboTax. Thank you.</P> Mon, 23 Feb 2026 13:40:46 GMT jperchik 2026-02-23T13:40:46Z https://ttlc.intuit.com/community/taxes/discussion/unable-to-download-1099-r-for-pensions-from-fidelity-into-turbotax-desktop/01/2851241#M1040082 <P>1099-R for pensions are available for download on "Fidelity NetBenefits", not "Fidelity Investments". Only "Fidelity Investments" is listed in the TurboTax download menu, but they only have 1099-R forms for 401k accounts, not pensions.</P><P>.</P><P>At least for next year, could TurboTax please separately include "Fidelity NetBenefits" in the download list. Or contact Fidelity and figure out what needs to be done so that 1099-R for pensions can be downloaded directly into TurboTax. Thank you.</P> Mon, 23 Feb 2026 13:40:46 GMT https://ttlc.intuit.com/community/taxes/discussion/unable-to-download-1099-r-for-pensions-from-fidelity-into-turbotax-desktop/01/2851241#M1040082 jperchik 2026-02-23T13:40:46Z