topic Third Party Access Logon in Get your taxes done using TurboTax

Third Party Access Logon

genedavanzo — Mon, 10 Feb 2020 15:37:15 GMT

I verified and entered my Fidelity Username & Password, but turboTax can't connect to Fidelity Investments related to my Bayer Corporation Retirement Account, with Fidelity Investments to download 1099R data. TurboTax says I have to contact Fidelity. I spoke with Fidelity and they say I should work it out through TurboTax. Help. I'm frustrated.

Re: Third Party Access Logon

MichaelL1 — Mon, 10 Feb 2020 16:04:07 GMT

First try to access the retirement account "outside" of TurboTax, and this will tell you that it is available for sure.

If it is, then you can try again the the 1099R Income section in TurboTax, or you can type in the 1099R information as there is not a lot of boxes that need to be input.

Re: Third Party Access Logon

genedavanzo — Wed, 25 Mar 2020 21:56:37 GMT

Just got back to my tax return. Thank you for your answer. I inputed data manually.