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.
posted
February 9, 2025
8:19 PM
last updated
February 09, 2025
8:19 PM