Fidelity import not working. Pleas help

[GDavis1]

Folks,

I've not done taxes yet this year. Last year I got Fidelity imported but a final check wanted a blank form on Fidelity I think; made no sense. Problem: I don't recall how I fix it. I may have found a way to avoid the check by just putting 00s in the form or avoiding it. OR I may have call turbotax, but I do not recall that.

Try making the form a dummy, obviously fake form! or accepting it somehow. Might even have to go back and change an answer to a question you answered incorrectly or were not sure of.

RE Importing, you definitely should try a different browser. Or go back and check your answers on whether you have "completed" a section. Turbo tax still has a lot of confusing instructions.

[Ron Peters]

Your "solutions" are cop outs.  Users are telling you the software is broken from last update.  The solution is to fix your software

[mschro]

I had the same problem.  I was finally able to resolve it.  I had a really long password on my Fidelity account.  I changed it to a shorter password.  Once I did that, the data imported.

[montout1]

mschro - YOU'RE AWESOME! that worked! turbo tax support is useless. Good thing for people like you!

[KayKay8]

The workaround that worked for me: log into Fidelity directly and download the PDF of the 1099-R form to my computer. (Had to use a different browser as Chrome wouldn't login for some reason.) Then upload the PDF to TurboTax. All fields filled correctly, but checked them against a printout of the PDF that I always file in a folder every year.

[lmkruse]

Yeah, an hour and a half later, they were no help.  WHAT IS TH **bleep** FIX

[lmkruse]

changing to a shorter password didnt help me.  Neither did using my SSN for user name.....NOTHING is working.

[lmkruse]

Yep that didnt work either.  PHone support couldn't find a way to upload a PDF.

[mesquitebean]

@lmkruse   Have you talked to Fidelity?   Maybe they have had enough users phone with a TurboTax import problem that they know what the issue is.

[lmkruse]

Yes, they said there was nothing wrong on their end.  And I agree.  I see posts from back in 2019 about this.  I assume TT doesn't care   I called TT. Said they couldn't help and no one else I can talk to....and then closed the ticked as resolved.  Not great customer relations.

[mesquitebean]

---

@ lmkruse wrote:

Yes, they said there was nothing wrong on their end.  And I agree.  I see posts from back in 2019 about this.  I assume TT doesn't care   I called TT. Said they couldn't help and no one else I can talk to....and then closed the ticked as resolved.  Not great customer relations.

---

@ lmkruse   Also, be sure your desktop product is up to date with the latest release.  It may already be, but had to ask.

You can try contacting the Intuit Corporate office.  You can go to the page below, and just below the page's large title, you'll see a screen-wide blue banner that prominently says:

"Do you have a question, concern, or feedback about an Intuit product or service?"

There is a "Send an email" link with an arrow.  It goes to a designated person in the office of the President (of Intuit), and they supposedly will assign it to the right team leader for review.  

NOTE:  Do NOT send any sensitive personal data since that is regular email--not secure email.

https://www.intuit.com/company/executives/

[Colorado joe]

Clearing the cache doesn't work.   Neither does using a different browser.   I tried Chrome and Firefox. 

I've had numerous calla to TurboTax,  while everyone was nice and pleasant,  none were helpful. 

And an answer like "just enter it manually " is not a solution. 

Fix this NOW!°

[Colorado joe]

I had a Fidelity IT person on the phone and we looked at this and it is not the problem. 

TurboTax is the problem.  GET YOUR IT GUYS TO FIX THIS NOW!!@

[Colorado joe]

Tried it to no avail. 

It is a bug in TurboTax program.  FIX IT NOW

[Katina S]

Please Contact us so we can better assist you.

@Colorado joe