Fidelity import forms is not working for me? Suggestions please.

9 replies
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For days and days I'm getting "something unexpected happened." Try again in a few hours (101).

TurboTax Premier Online

CarissaM

Level 15

If you are getting an error importing directly from Fidelity, you can download the 1099 and follow the instructions here to import the 1099 into Mint,

If you need additional assistance, please comment and let us know.

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donnaforester5Author

Level 2

That link just shows how to import. My import is NOT WORKING. This does not help. Please clarify.

SteamTrain

Level 15

@donnaforester5 If you log into your Fidelity account separately, in the normal fashion...are your Consolidated 1099 (PDF) forms available on the <Statements <<Tax Forms page?

If not, then no download will be available yet anyhow. Some holdings you might have could delay the generation of those forms such that no download would be available yet.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*