1099-DIV import fails

Forum|Forum|3 years ago
March 30, 2023
2 replies
18 views

When I try to import my 1099-DIV from Fidelity into TurboTax (Premier, Mac download), it connects properly to Fidelity but fails in the import. It had failed when I tried to import my 1099-B, perhaps because of too many transactions (I may have ~1000 but I'm sure not the 10,000 limit TurboTax says). There are many fewer transactions on the 1099-DIV but it still fails, with the error message saying the 1099-B import was unsuccessful. Does too large a 1099-B mean that it won't import 1099-DIV either? (I typed in by hand my 1099-B info; do I have to do the same for 1099-DIV?)

elindercaAuthor

Level 2

To update the problem, TurboTax won't even import my 1099-R from Fidelity, a completely separate form. It again gives an error "This 1099-B import was unsuccessful" even though I'm trying to import a 1099-R!

HeatherPLO

Level 14

Please see our Help Article which provides troubleshooting steps for importing your 1099.

@elinderca

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

elindercaAuthor

Level 2

Thank you @HeatherPLO for your response but the help article is wrong is several respects. I have fewer than 10000 transactions, yet the import fails. Further, when I try to import a 1099-R (or 1099-DIV or 1099-INT) from Fidelity in TurboTax, it not only fails to import those, but gives an error "This 1099-B import was unsuccessful" despite these not being 1099-B! Other threads (e.g. Re: the 1099-B import was unsuccessful fidelity) have specifically identified this as a TurboTax bug yet it has not been fixed. The only workaround identified by other Employee TurboTax Specialists is to enter all 1099's from Fidelity by hand (and mail to IRS hundreds of pages of 1099's). I will do that, but it certainly lowers the utility of using TurboTax. Fixing the bug would be much kinder to customers.