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New Member
posted Jul 7, 2025 2:47:35 PM

can't import 1099B info from Fidelity to Turbo Tax

I cannot get turbo tax to connect with Fidelity Investments to transfer stock trade information from the 1099B into Turbo Tax. I get a message saying there is no account at Fidelity.

0 3 2057
3 Replies
Level 5
Jul 7, 2025 4:59:47 PM

Have you tried downloading more than once?  I'm wondering if you had put in a wrong user's name and/or password.  If you had keyed everything in correctly, I'd give Fidelity a call and talk to one of their traders.

New Member
Jul 8, 2025 7:57:03 AM

I manually entered my correct login info numerous times.  I called fidelity and we went over their end…nothing wrong there. I exited the to program and restarted.  Still won’t link up.  Thank you for the advice, but I’m still stuck.  I called to and asked for a call back and got…….nothing.  Will try them again and stay on hold.

Level 15
Jul 8, 2025 8:35:00 AM

Maybe this post from last year might help?   Read the whole thread.  Try clearing your cache & cookies, etc.  
https://ttlc.intuit.com/community/tax-credits-deductions/discussion/unable-to-import-second-instance-of-brokerage-completely-different-accounts-credentials-data/00/3191452