Fidelity Netbenefits import absent

[BestFlyer]

Fidelity Netbenefits was available in the past for import, but it is absent this year (tax year 2024) - as of 1/31/25.

(Good news: The Property Tax section was updated to allow me to complete my entries this past week, but why am I waiting for piece-meal assembly of the product this year?)

[xmasbaby0]

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”