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New Member
posted Apr 11, 2025 1:07:16 AM

Fidelity Investments will not export my Investment account into Turbotax (get internal server error); How do I import the brokerage's .csv file into TT?

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Expert Alumni
Apr 15, 2025 8:55:47 PM

You can't import a CSV file of 1099's into TurboTax Desktop.  However, if you can't import from Fidelity, here's How to Enter a Summary in Lieu of Individual Transactions.

 

Try turning off your anti-virus software and importing again.

 

If you're using TurboTax Online, you can attach a PDF copy of your 1099-B transactions to your return by choosing 'summary'.  You'll be asked for the file a few screens later.

 

Make a summary entry for 1099-INT/DIVs.

 

@SuziRiderCBR