Fidelity Import issues

Forum|Forum|3 years ago
April 1, 2023
3 replies
5 views

Go to TurboTax

Import from by bank or brokerage

Continue

Search for Your Financial Institution

Enter Fidelity

Tab opens with Fidelity

Connection Complete - Success! We got your tax data. You can now return to TurboTax.

Import Summary - Nothing Listed!

What did i do wrong?

HeatherPLO

Level 14

Please see our Help Article which provides troubleshooting steps for importing your 1099.

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horie1005

Level 2

I feel your pain. I was not able to get a Fidelity 1099 to import either. It looks like it's not just a Fidelity problem. There are users with different financial institutions having similar problems(looking at the other help request messages). I think my problem is a large number of 1099-B transactions and I actually got a popup error message for 1099-B import failure. Unfortunately, none of the 1099s were imported, even though I received the "Success!" screen. I ended up doing the manual entry for 1099-B totals. This is in

What if I can't import my 1099?

I don't have a good answer. The import feature worked in previous years, but my 1099 was simpler.

I'd try turning off the popup blocker on your default browser.

Some other message threads suggest going directly to the 1099-DIV or 1099-INT pages to start the import. This did not work for me.

SteamTrain

Level 15

@horie1005 @djones18005

Yeah, I've seen a lot of problems of this type reported this year. For many, it turned out to be the default browser being used....always the "Brave" browser (so far) which was excessively rigorous in blocking the import data. You need to turn down/off its import data wall first (have forgotten what they called it).

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

horie1005

Level 2

I tried Safari and Chrome. I don't have Brave installed. I had successful institution logons, but no imports. It looks like the "Success!" message is just based on the successful logon and import request, not actual data transfer.