topic Re: Fidelity username not working in Get your taxes done using TurboTax

Fidelity username not working

muditjai — Sat, 11 Jan 2020 16:56:44 GMT

It seems turbotax has added a check that fidelity username needs to be 9 characters or longer. Mine is of 8 characters and worked fine while importing till last year.

Has anyone else run into this or have a workaround for it?

Re: Fidelity username not working

mesquitebean — Fri, 31 Jan 2020 06:31:17 GMT

What are you doing and how?? What form are you wishing to import? You appear to be using Online Deluxe.

When I go through the motions of trying to import from Fidelity, my screen says importing is not available from Fidelity until January 31 for 1099-DIV, 1099-INT, 1099-R, 1099-B, etc. (For some companies, a 1099-B is even later than that, but Online Deluxe does not handle 1099-B anyway). I can't even get any importing interface to appear for Fidelity yet, much less any instructions for the Fidelity log-in.

Or are you a Fidelity employee and trying to import a W-2?

Re: Fidelity username not working

js_kropp — Fri, 31 Jan 2020 05:56:39 GMT

I am having the same issue and have not found a fix. Were you able to find a fix for this username issue?

Re: Fidelity username not working

mesquitebean — Fri, 31 Jan 2020 06:56:03 GMT

Several users are reporting this issue. I've asked a Moderator to look at it later this morning.

Re: Fidelity username not working

jpcoop — Fri, 31 Jan 2020 06:57:01 GMT

This is 100% a bug they need to fix

Per fidelity a user name must be 6-15 letters, but it's requiring at least 9

Re: Fidelity username not working

jpcoop — Fri, 31 Jan 2020 07:08:45 GMT

I tested it some more and the input validation on this field is completely detached from reality.

It allows you to pass in too long of a user name, as long as it's at least nine characters.

It also allows you to pass in a special character (e.g. ".", "@") as long as nine legal characters follow the special character. Fidelity user names should contain only letters and numbers.

Definitely bugged.

Re: Fidelity username not working

PemberCare Tax — Fri, 31 Jan 2020 14:26:52 GMT

Try entering the account holders 9 digit SSN. That seems to work!

Hit 👍 if this workaround works for you.

Re: Fidelity username not working

lramkumar — Fri, 31 Jan 2020 14:46:16 GMT

SSN actually worked. Thank you so much for this solution!

Re: Fidelity username not working

igelsss — Fri, 31 Jan 2020 18:28:37 GMT

Oh.. I didn't know about the SSN workaround and ended up changing my username in Fidality so it's 9+ characters long now 🙂

Re: Fidelity username not working

Kat — Sun, 02 Feb 2020 22:21:23 GMT

Hi all,

I've just received notification from a TurboTax Moderator that this issue has now been resolved. Thank you for your patience!

Re: Fidelity username not working

Anonymous — Sat, 29 Feb 2020 15:58:50 GMT

I had to go to

Re: Fidelity username not working

JeanneLO — Sat, 29 Feb 2020 16:33:13 GMT

@Anonymous

We're sorry, but your question is not clear. How can we help?

Re: Fidelity username not working

Lanaiboy1982 — Tue, 14 Apr 2020 13:31:47 GMT

I’ve just tried logging in several times and my credentials didn’t work, neither did my SSN. My username is 14 characters long with letters and numbers. I was able to log into my account on fidelity, but through turbo tax it didn’t work. Is there a way to manually input my information? Thanks!

Re: Fidelity username not working

mesquitebean — Tue, 14 Apr 2020 20:51:44 GMT

@Lanaiboy1982 wrote:
I’ve just tried logging in several times and my credentials didn’t work, neither did my SSN. My username is 14 characters long with letters and numbers. I was able to log into my account on fidelity, but through turbo tax it didn’t work. Is there a way to manually input my information? Thanks!

We don't know what your information is that you want to enter (1099-B, 1099-Div, etc.). But in general, the answer is "yes" there is a way to manually input. Importing is not required. On the screen that asks you for the company name (the screen with the logos) and also on the import screen you saw with the username/password log-in fields, there is a button in the bottom right that says "I'll type it in myself." That continues the interview for manual entry and skips importing.

Here's how to talk to TurboTax Support for help with your importing issue, if you want to talk to them.

Support hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern), 7 days/week

FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Or use this contact form:
https://support.turbotax.intuit.com/contact

Re: Fidelity username not working

teckel1212 — Wed, 17 Feb 2021 01:02:51 GMT

Not working for me at all right now. Tried my SSN, didn't work, changed my username, still didn't work, changed my password, still nada. Not working at all for me.

Re: Fidelity username not working

KatrinaLO — Wed, 17 Feb 2021 01:33:38 GMT

If you are having issues and need assistance, please contact customer support. Please see the Customer Support phone number here. If you would like to reach out through our website, please see the TurboTax FAQ below for contact information: https://support.turbotax.intuit.com/contact/

Re: Fidelity username not working

RCK — Thu, 18 Feb 2021 13:58:02 GMT

Fidelity import is not working for me too. This is not a user specific issue. My Username and Password is correct and is as per standards (more than 9 characters etc.). Still the import is not working.

Re: Fidelity username not working

KatrinaLO — Thu, 18 Feb 2021 21:50:39 GMT

Re: Fidelity username not working

jeffdaisy7 — Fri, 19 Feb 2021 22:59:27 GMT

I have tried multiple times to get my info from Fidelity directly to TT. My Fidelity username is 10 symbols & so is my password. What am I doing wrong?

Re: Fidelity username not working

teckel1212 — Sat, 20 Feb 2021 00:51:18 GMT

In Fidelity's website do one of your tax forms say its provisional? That's what mine shows and probably why you can't import yet. Mine also shows a date where it's expected to be ready.