I have always been able to import my Fidelity Investment stock sales (from my ESPP) plan. Why am I not getting the option in Wages & Income section?

danielle-duvalle — Sat, 01 Jun 2019 04:50:11 GMT

I selected the Employee stock purchase plan under Wages & Income and on the following page there is only fields for manually entering all of the data.

You get the option to import near the beginning of the "S...

TomYoung — Sat, 01 Jun 2019 04:50:13 GMT

You get the option to import near the beginning of the "Stocks, Mutual Funds, Bonds, Other" interview, not deep in the bowels of a specific step by step interview. When you begin the interview almost the first thing you're asked is "did you get a 1099-B"? and if you answer "Yes" then TurboTax starts the interview section for "importing."

If you've got "Fidelity" already established as a broker then delete Fidelity and start the "Stocks, Mutual Funds, Bonds, Other" interview again, answering "Yes" to the "1099-B?" question.

Actually, it might very well be too soon to start importing 1099-B's since they aren't due until mid to late February.

Tom Young

topic I have always been able to import my Fidelity Investment stock sales (from my ESPP) plan. Why am I not getting the option in Wages &amp; Income section? in Get your taxes done using TurboTax

I have always been able to import my Fidelity Investment stock sales (from my ESPP) plan. Why am I not getting the option in Wages & Income section?

You get the option to import near the beginning of the "S...

topic I have always been able to import my Fidelity Investment stock sales (from my ESPP) plan. Why am I not getting the option in Wages & Income section? in Get your taxes done using TurboTax