Can't download tax info from Fidelity into TurboTax 2025

[user17714250349]

I successfully download all 1099's into the first two of three tax accounts, but am unable to do so for the third account. Nothing was changed - same default Edge browser. 

[CatinaT1]

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• 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?

[user17714250349]

Thank you, CatinaT1; I've printed out your solution for future reference.

A few days ago I solved the problem before receiving your post:

The first two successful data downloads were with my Edge browser; the third download did not come through. Just on a whim I switched to Chrome and the third download came through. 

I don't understand why the first two worked with Edge, but the third required a browser change; I'm just glad to have it done.