topic Import of 1099 from National Financial does not work in Investors & landlords

Import of 1099 from National Financial does not work

usersusananddick — Mon, 10 Feb 2025 20:26:58 GMT

The import screen says: Screen heading "Sign On to National Financial (Fidelity)" But detail request below is for User ID and Password for WealthScape Investor, not for Fidelity. Using the Fidelity ID and Password results in an error message and 1099 data is NOT imported

Re: Import of 1099 from National Financial does not work

CatinaT1 — Mon, 10 Feb 2025 20:32:43 GMT

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?

Re: Import of 1099 from National Financial does not work

Dave Platypus — Sun, 16 Feb 2025 18:21:36 GMT

When will imports from National Financial Services become available?