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2025 Fidelity Import held even though forms are available

I'm trying to import 1099-Rs from Fidelity.  The forms are available for me to download directly from Fidelity, but TT tells me that No Documents Currently Available For Import.  It goes on to say that no 1099s will be available until Friday, January 31 at 00:00:00 PT.

 

What gives?

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2025 Fidelity Import held even though forms are available

 

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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2025 Fidelity Import held even though forms are available

 

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

2025 Fidelity Import held even though forms are available

Ahhhhh.   That makes sense.   Thank you!

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