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Level 1
posted Feb 24, 2024 4:26:19 AM

Import for Fidelity not working with TurboTax 2023 Desktop

When I try importing from Fidelity, TurboTax says the import  was successful but no tax documents are imported.

0 2 1996
2 Replies
Employee Tax Expert
Feb 24, 2024 8:40:36 AM

Fidelity Investments is listed as a TurboTax 1099 partner and therefore the import should be supported.  However, there are some situations where the import might not work. It could be something simple like selecting a slightly different brokerage name, using an unstable internet connection, or maybe using a different account number format. 

 

Another solution is to log into your Fidelity account when prompted using a different browser as sometimes this also could be an issue if a pop up blocker is installed.

 

Please see "What if I can't import my 1099" for more suggested solutions.  

Level 1
Feb 25, 2024 7:05:14 AM

Brave does not work when importing from Fidelity.  Switched to Edge and the import worked.