It seems turbotax has added a check that fidelity username needs to be 9 characters or longer. Mine is of 8 characters and worked fine while importing till last year.
Has anyone else run into this or have a workaround for it?
What are you doing and how?? What form are you wishing to import? You appear to be using Online Deluxe.
When I go through the motions of trying to import from Fidelity, my screen says importing is not available from Fidelity until January 31 for 1099-DIV, 1099-INT, 1099-R, 1099-B, etc. (For some companies, a 1099-B is even later than that, but Online Deluxe does not handle 1099-B anyway). I can't even get any importing interface to appear for Fidelity yet, much less any instructions for the Fidelity log-in.
Or are you a Fidelity employee and trying to import a W-2?
I am having the same issue and have not found a fix. Were you able to find a fix for this username issue?
Several users are reporting this issue. I've asked a Moderator to look at it later this morning.
This is 100% a bug they need to fix
Per fidelity a user name must be 6-15 letters, but it's requiring at least 9
I tested it some more and the input validation on this field is completely detached from reality.
It allows you to pass in too long of a user name, as long as it's at least nine characters.
It also allows you to pass in a special character (e.g. ".", "@") as long as nine legal characters follow the special character. Fidelity user names should contain only letters and numbers.
Definitely bugged.
Try entering the account holders 9 digit SSN. That seems to work!
Hit 👍 if this workaround works for you.
SSN actually worked. Thank you so much for this solution!
Oh.. I didn't know about the SSN workaround and ended up changing my username in Fidality so it's 9+ characters long now 🙂
Hi all,
I've just received notification from a TurboTax Moderator that this issue has now been resolved. Thank you for your patience!
@Anonymous
We're sorry, but your question is not clear. How can we help?
I’ve just tried logging in several times and my credentials didn’t work, neither did my SSN. My username is 14 characters long with letters and numbers. I was able to log into my account on fidelity, but through turbo tax it didn’t work. Is there a way to manually input my information? Thanks!
@Lanaiboy1982 wrote:I’ve just tried logging in several times and my credentials didn’t work, neither did my SSN. My username is 14 characters long with letters and numbers. I was able to log into my account on fidelity, but through turbo tax it didn’t work. Is there a way to manually input my information? Thanks!
We don't know what your information is that you want to enter (1099-B, 1099-Div, etc.). But in general, the answer is "yes" there is a way to manually input. Importing is not required. On the screen that asks you for the company name (the screen with the logos) and also on the import screen you saw with the username/password log-in fields, there is a button in the bottom right that says "I'll type it in myself." That continues the interview for manual entry and skips importing.
Here's how to talk to TurboTax Support for help with your importing issue, if you want to talk to them.
Support hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern), 7 days/week
FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632
Or use this contact form:
https://support.turbotax.intuit.com/contact
Not working for me at all right now. Tried my SSN, didn't work, changed my username, still didn't work, changed my password, still nada. Not working at all for me.
If you are having issues and need assistance, please contact customer support. Please see the Customer Support phone number here. If you would like to reach out through our website, please see the TurboTax FAQ below for contact information: https://support.turbotax.intuit.com/contact/
Fidelity import is not working for me too. This is not a user specific issue. My Username and Password is correct and is as per standards (more than 9 characters etc.). Still the import is not working.
If you are having issues and need assistance, please contact customer support. Please see the Customer Support phone number here. If you would like to reach out through our website, please see the TurboTax FAQ below for contact information: https://support.turbotax.intuit.com/contact/
I have tried multiple times to get my info from Fidelity directly to TT. My Fidelity username is 10 symbols & so is my password. What am I doing wrong?
In Fidelity's website do one of your tax forms say its provisional? That's what mine shows and probably why you can't import yet. Mine also shows a date where it's expected to be ready.
I'm having a similar problem. I enter my username and password, and TurboTax highlights the password field and says, "This field is required." Well, yes, and I just completed that field. I will contact support, but this is really annoying.
TurboTax support says it's a problem on Fidelity's end, that they are not accepting my password. But it's the password I always use, so I don't buy that explanation. Support says I can upload Fidelity's pdf from my computer, so I will try that rather than entering the figures manually.
It concerns me that I've just entered my username and password for a financial institution, and that data has gone who knows where. I will change it.
@jean100 Do you have 3rd party authorizations with Fidelity? If you do not, this could be the reason Fidelity is rejecting TurboTax from trying to access your account.
Thanks, that sounds like it might be the issue. It would have been helpful if Support had known that.