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New Member
posted Feb 25, 2023 1:14:56 PM

1099-B import was unsuccessful fidelity

I have less than 10000 but big enough to enter it manually.

I have adjustments Wash sales and my form is 198 pages in PDF, called Customer support they said they will fix this issue on March,1 but not sure they really got issue

 

After it opens the browser it says Success! We got your tax data. You can now return to TurboTax but in turbo tax it says the 1099-B import was unsuccessful fidelity. 

0 5 791
5 Replies
Intuit Alumni
Feb 27, 2023 11:39:16 AM

@slavav 

 

Make I ask do you only have one 1099 from Fidelity? Can you try the steps provided below to see if that resolves your issue:

 

  • Log completely out of your TurboTax account
  • Clear cache and delete cookies
  • Then log back in and see if you are still having the same issue

 

 

New Member
Feb 27, 2023 8:31:18 PM

I am using desktop version and clear cache and cookies does not make sense, i closes and reopened TurboTax,  several time and used different default browser. Did not help

please help with any ideas

New Member
Feb 27, 2023 8:33:11 PM

Also I have form from Chase and City and import with NO problems

Last year I was able to import from Fidelity too

Intuit Alumni
Feb 28, 2023 11:47:11 AM

@slavav 

 

Please click here for some different solutions that may help to resolve the issue you are having with importing your Fidelity 1099.

New Member
Feb 28, 2023 12:43:20 PM

Everyone from Intuit/TurboTax you are not trying to solve problem at all, you just making sure that people will be completely dissatisfied.

Again my issue I can login to Fidelity from Pop up and it says transfer was a success in few seconds which is impossible. After that error appeared on TurboTax, it is very frustrating, Please help. representative did not help when I call.

PLEASE HELP!