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Fidelity investment and retirement forms are available however, turbo states they are not available for download?????

 
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2 Replies

Fidelity investment and retirement forms are available however, turbo states they are not available for download?????

Fidelity and many other financial institutions make your tax documents available for you to view online or to print for yourself before they have them ready for importing into tax software.  It may be several weeks until the data is available for import.

**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.**

Fidelity investment and retirement forms are available however, turbo states they are not available for download?????

@mdhertrick 

 

IF from Fidelity NetBenefits.......those have never been available in the special format to have them directly imported into any Tax software.  (the same may not be true for their regular brokerage accounts, but I don't have any 1099-R from that source to test it )

 

SO far, unless they change their process in some future year, you'll have to enter them manually:

___________________________

 

Once you get into teh 1099-Interveiw

 

  1. Click on Change how I enter my form.
  2. Click on Type it in myself. 

Then enter yoru data from the paper....or PDF form in front of you.

(I don't recommend using a PDF import either...too many errors...enter the data manually)

 

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

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