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RamaK
New Member

Fidelity forms import to Turbotax

Hi,

 I am having a difficulty with TurboTax import. My tax forms are available on the Fidelity website, but TurboTax is not importing them as it pops up a screen saying the forms will be available end of Jan. How do I set TurboTax to import from Fidelity?

 

Thanks

10 Replies
xmasbaby0
Level 15

Fidelity forms import to Turbotax

Believe what it says.  Just because Fidelity has the information up on the Fidelity site does not mean they have it formatted for import to tax software yet.    Either wait until it is ready for import or download your documents from Fidelity and key them in by hand if you are in a hurry.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
RickDTT
Level 2

Fidelity forms import to Turbotax

So, TT says Fidelity Forms will be available on 1/30/2020.  Attempting to import this morning (1/30/2020) and I get the same message.

 

Perhaps they really mean "noon" on 1/30, or perhaps "after 1/30" or something.

unshapedqueark
Returning Member

Fidelity forms import to Turbotax

I even called fidelity this morning and they said try it again later. It is now 4 PM CST and no joyous occasion. My response is says they will be ready on Jan 30.

RickDTT
Level 2

Fidelity forms import to Turbotax

maybe tomorrow.  

RickDTT
Level 2

Fidelity forms import to Turbotax

This is working today.

xmasbaby0
Level 15

Fidelity forms import to Turbotax

Good!  Thanks for letting us know!

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
perdoch
Level 1

Fidelity forms import to Turbotax

my import not working.  saw one post about fidelity multifactor authentication causing the problem, but I don't recall having this problem ever before.  any suggestions are appreciated.

 

thanks,

gkhalasa
New Member

Fidelity forms import to Turbotax

I am still having problems importing from fidelity.  How did you do it? 

VictoriaD75
Expert Alumni

Fidelity forms import to Turbotax

If you happen to have a password with special characters for your Fidelity account, it may cause problems on your investment import. The workaround is to change your password on the account to something without special characters, complete the import, then change it back to your original password.

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ldg47
New Member

Fidelity forms import to Turbotax

Best Answer, this works, hallelujah!!!

 

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