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Level 1
posted Jul 22, 2025 1:30:25 PM

Can't import from fidelity

Has this issue been solved yet? Each year I import fidelity transactions and this year it says none available like others with same problem. Has there been a solution? How do you get help from TT on this??

0 1 2546
1 Replies
Level 15
Jul 22, 2025 2:08:21 PM

Hard to know...I just imported a 1099-INT form them from my account and it worked OK

 

1)  Make sure you have the right account number, especially if married and you have separate accounts.

2) The regular Fidelity consumer account...correct? 

3) If from Fidelity NetBenefits instead...there's nothing for me there even though I have two 1099-R's there....NetBenefits has never provided downloadable 1099-R forms for me for the last 18 years or so....I've always had to enter them manually.