File transfer from Fidelity not working

Rinan · ‎February 13, 2023

Using TT Premier for 2022 loaded on a Win11 system. Tax file import from Fidelity not working. When request for import from Fidelity is started, a new child window is presented, but it is blank. Have tried three different browsers with pop-ups and scripting enabled. Also tried the same process using a Win10 system. This time logon to Fidelity was possible, but although TT software indicated that file data was transferred, nothing happened and I could not get back to the TT software screen. All requested files are available from the Fidelity site, so that's not the problem. Manually entering this data is not a solution. The software is supposed to do this. It has in the past. Somewhere along the line it was broken.

SteamTrain · ‎February 13, 2023

Please report the issue to Customer Support.

More problem reports will force the issue with the programmers.

What is the TurboTax phone number? (intuit.com)

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

Rinan · ‎February 14, 2023

Thanks for the reply, but TT has a pretty effective voice response firewall set up to protect their customer disservice staff. I believe that the problem cause is probably being caused by a script blocker, but I can't seem to locate it. Can't understand why I need to log into my Intuit account before the software will proceed with the file transfer. That's where the hang up is.