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.
You'll need to sign in or create an account to connect with an expert.
Resolved. It seems this only works with the edge browser. I set edge as my default and the import worked.
Happy to see that Microsift Edge helped you resolve the issue.
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
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
MichaelGS
New Member
brad-dunphy
New Member
blackcat707
Level 1
ArielA77
Returning Member
BRB99
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.