topic Downloaded 1099-DIV from Fidelity - but TurboTax not taxing it in Get your taxes done using TurboTax

Downloaded 1099-DIV from Fidelity - but TurboTax not taxing it

sbfisherphd — Sun, 15 Feb 2026 19:08:26 GMT

I downloaded my 1099-DIV from Fidelity and imported into TurboTax, but while the numbers are showing as having been correctly imported TurboTax did not assign any tax due to them - in other words, my Federal refund did not change but in fact it should have gone down considerably. Any ideas?

Re: Downloaded 1099-DIV from Fidelity - but TurboTax not taxing it

maggie031 — Sun, 15 Feb 2026 19:13:32 GMT

When I first downloaded the 1099-DIV (from Vanguard, in my case), the refund box didn't change either. Eventually, I ended up logging out of TT, came back the next day, and voila, the refund box had updated.

Don't know if that is your problem, but it's easy enough to give it a try.

Re: Downloaded 1099-DIV from Fidelity - but TurboTax not taxing it

sbfisherphd — Sun, 15 Feb 2026 19:16:38 GMT

Wow - well, easy answer and easy solution, I logged out of TT and logged in again, and it worked. Thanks!