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Level 2
posted Feb 25, 2023 9:38:39 AM

Fidelity / NationalFinancial 1099b won't import / says data unavailable /

I have tried to import my Fidelity / National  Financial 1099b . I never had a problem other years. I have Microsoft Edge and my TD AMERITRADE 1099b imported with no problem. Fidelity says it's a turbotax problem. I have the Premier edition. Is turbotax working on this? Don't want to do it manually. That's why I purchase the software. The 1099b is available in my Fidelity account but when I import it it says data is unavailable?

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1 Best answer
Level 2
Feb 27, 2023 5:27:24 AM

Just did this again and selected Fidelity from Turbotax to import data instead. Turbotax then popped up with a screen to enter my turbotax name and password first. Then I picked phone for them to send me a code which I entered. Then Fidelity Investments popped up and I had to log into my account. Then the 1099b etc. showed up and you pick what you need an import it. This worked. All the other years before on turbotax I just had the National Financial data imported more easily with just the account number from the 1099b and password. 

Pretty convoluted system now. But problem solved.

2 Replies
Intuit Alumni
Feb 26, 2023 10:21:14 AM

Please follow the workaround listed here to import from Fidelity. 

 

Please let us know if this does not work. 

Level 2
Feb 27, 2023 5:27:24 AM

Just did this again and selected Fidelity from Turbotax to import data instead. Turbotax then popped up with a screen to enter my turbotax name and password first. Then I picked phone for them to send me a code which I entered. Then Fidelity Investments popped up and I had to log into my account. Then the 1099b etc. showed up and you pick what you need an import it. This worked. All the other years before on turbotax I just had the National Financial data imported more easily with just the account number from the 1099b and password. 

Pretty convoluted system now. But problem solved.