Fidelity import not working. Pleas help

[MoniqueLO_]

Please see this Help Article for important information, such as verifying TurboTax Import Partners and import instructions. 

If you need additional assistance, please feel free to contact Customer Support so you can speak with someone who can assist you. 

@gregoryott15 
 

[Hoiser]

There is definitely an import issue. If you choose Fidelity (not Fidelity Net Benefits), and start the import, you are asked to log into Intuit. Then when you choose to log in the screen blanks. Cannot go further as the app never renders login prompt.

I am using Windows 11 and Turbo Tax premier. I have updated every day hoping this would be fixed for a week. No change. 

[KatrinaLO]

Please see the thread here for more information on importing Fidelity. A few suggestions were to use a different browser and remove pop-up blockers to be successful. Have you tried a different browser like Microsoft Edge or Google Chrome? Many people have stated using Edge and removing the pop-up blockers has helped. Please let us know if you are successful using a different browser.

@Hoiser 

[Hoiser]

Thank you Katrina,  I am on Edge, tried the other suggestion in your link by turning off POP-UPs and this is still an issue. Definitely a bug. 

for others, here is my config for reference if you are hitting a like blocker for importing fidelity data:

Windows 11 Enterprise, OS Build [removed]

Version 110.0.1587.50 (Official build) (64-bit)

[CarissaM]

Please try to follow the workaround in this thread for the blank screen issue within the software. 

Please let us know if this does not work for you. @Hoiser 

[tax7542]

I usually have no problem importing from Fidelity . They send me a National Financial 1099b which i link to which always worked. This year so far in turbotax I get the message data unavailable. Fidelity tells me it's a turbotax issue. I also don't wan't to enter the info manually. I will have  to contact turbotax but not sure how to do that . Everything seems to be community forums.

[tax7542]

Td Ameritrade 1099b worked but not Fidelity / National Financial 1099b. Don't want to enter it manually that's why I purchase the software. 

[tax7542]

update what settings in Fidelity that's a vague answer?

[Anonymous]

I am having a similar issue (TT Desktop Premier).  Browser Message comes back saying Fidelity import successful, but on returning to TT, message says unable to import 1099-B.  Have tried Firefox and Edge, clearing Cache, enabling popups- without success.   I am escalating at Fidelity, as I at least have a contact and some small influence.   This is not something I am going to be able to do manually as I have about 2500 transactions. 

[David0664]

To clarify my reply, I have 3 available forms to import from Fidelity. I get the browser message that says import successful, and when I return to TT, I get the message saying unable to import 1099-B. Yet 2 of the forms were imported fine, and only the1099-B with about 600 lines doesn't show as imported.

[BrandiLO1]

@David0664 Have you attempted to use a different web browser? If you're still having issues, please click here for steps to contact customer care.

[David0664]

@BrandiLO1 

Yes, I have tried it with Chrome before and after clearing my cache, and I tried it with Edge. 

[BrandiLO1]

@David0664 Thank you for following up. In that case, please follow the steps here to contact customer care.

[Anonymous]

I called Intuit support line at 800-446-8848. The person acknowledged that there is a problem with importing from Fidelity. But, there is no software fix for it. She told me to enter it manually. Also, asked me to talk to Fidelity.

I called Fidelity and talked to a support person that deals with these issues. As soon as I started describing the problem, he completed my sentences! He said they have been dealing with these calls for the past few weeks and said that Intuit should fix the problem on their end instead of sending their customer over to Fidelity. He stated that Fidelity is providing the data but TurboTax is failing to use it. What he said makes sense since I don't see any issue with using my Fidelity credentials to access my account. I see the message from TurboTax only after I let it open the data received from Fidelity.

This is extremely frustrating. I really do not want to enter my data manually for six different accounts I have with Fidelity. It is tedious and error prone. I expect the software to function as expected. That's why I keep paying for TurboTax since the 90s!

Intuit, please escalate this as a top priority bug and fix it ASAP.

[David0664]

@Anonymous 

As you can see from my posts above I had the exact same experience. Intuit told me to call Fidelity because maybe my forms are not ready even though when I login to Fidelity, they have been 'Ready' for over 2 weeks and Fidelity support confirmed this. It's not a security issue, because the login handshake looks good and I even get a message stating success: we got your forms. 

Then when I go back into turbotax, nothing is there. I am using the same computer that has worked for the past 2 years.  Tried 2 different browsers as suggested. It's an intuit problem for sure.