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Level 2
posted Mar 5, 2023 8:28:43 AM

Can't import from Fidelity

I'm using the PC version of Turbotax Premier. I go to File -> Import -> From Financial Institution, then select Fidelity Investments and then Continue. It opens up the login page, successfully logs me in and then gives me the message "Success! We got your tax data. You can now return to TurboTax.". However when I return to the application the screen only gives me the option of Continue (which puts me back in the loging->success loop), or skip import which does nothing. It doesn't seem to realize that it was successful.

0 3 2267
3 Replies
Level 2
Mar 5, 2023 8:32:47 AM

Resolved. It seems this only works with the edge browser. I set edge as my default and the import worked.

Intuit Alumni
Mar 5, 2023 8:48:45 AM

Happy to see that Microsift Edge helped you resolve the issue.

 

@Gregg_ 

Level 1
Feb 12, 2024 4:43:57 PM

I can import but get screens requiring data that’s already on the import form.  Worst change to imports ever. TMI required that IRS does not require