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New Member
posted Feb 9, 2025 8:19:36 PM

Can't import data from Fidelity Investment because I can't authenticate.

When I'm trying to import stock sales information from Fidelity Investements it always fails :( Which means I need to enter all sales one by one manually. I'm at the point when I feel like if I find a tax preparation tool that can import data from Fidelity Investments, I'd switch to it... I'm choosing to import, say, 1099-B. I'm asked to authenticate (great). Entering my credentials (all good). Asked to confirm that it's me in the Fidelity app (same as if I were logging in to my Fidelity account via web). App gets a request, I'm confirming (all good so far). Then Turbotax 'thinks' for a second and then says that it couldn't connect to Fidelity. Anybody with 2FA enabled on their Fidelity account managed to import data? What's the trick? p.s. Don't tell me I need to _disable security_ (2FA) on my Fidelity account to be able to import into TurboTax.

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1 Replies
Expert Alumni
Feb 10, 2025 4:59:39 PM

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes: