Skip to main content
Level 2
Feb 13, 2023 7:22 PM UTC
Question

File transfer from Fidelity not working

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.

    2 replies

    SteamTrain
    Level 15
    Feb 13, 2023 7:35 PM UTC

    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)

    _________________

     

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
    RinanAuthor
    Level 2
    Feb 14, 2023 4:48 PM UTC

    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.