I have Fidelity 401k distributions, and I want to import the tax 1099-R tax forms. When importing, TurboTax shows two Fidelity sources: Fidelity Investments and Fidelity NetBenefits. If I choose Investments, the message says "it looks like you have no tax forms". If I choose NetBenefits, I get a "maintenance notification from your import provider" and details of "Fidelity NetBenefits is not available for data import at this time".
It is now well into tax return season. I can log into Fidelity NetBenefits and see my tax documents so they are there. Why can't I import these into TurboTax?
You'll need to sign in or create an account to connect with an expert.
Hard to know what's going on there.
Historically, Net benefits has never had the ability to import their1099-R forms. Maybe they were attempting to star this year, but ran into some problem....
I've had to enter them manually for over 10 years...so instead of hitting your head against a brick wall.
Downlaod the PDF file in your Netbenefits account (if you haven't already done so)....and enter them manually.
....DO NOT attempt to upload the PDF or upload a picture of the document into TTX...too many people are getting scrambled forms that jsut lead to more frustration.
Thanks SteamTrain. Thought maybe I was missing something as import has worked well with other institutions. I suppose NetBenefits is more complicated in that it is often managing multiple companies’ 401ks. Will do as you suggest.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
yjzhou10
New Member
bgavin
Level 2
DwightS
Level 1
27Words
Level 1
SuziRiderCBR
New Member