Has anyone been able to import information from Fidelity Investments while working on their 2025 tax returns?

[moodyfan77]

I am stuck in a loop.

[HollyP]

If you're stuck in a loop where it says that your forms were successfully imported, but they are still not showing up in TurboTax, then ensure that your Local Network Access is enabled in your browser. See this thread for more information. 

[siquanzhu]

This part not working, very bad

[CatinaT1]

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[siquanzhu]

Last year it worked fine and this year not working at all. TurboTAX is far behind AI implementation and losing its technical strength. Very bad. consider other alternative. Its support also bad and these guys have no clue how Turbo TAX works (I was on the phone for overo 30 minutes with its support and went nowhere.) 

[Disappointed-Chicago-User]

The files show up in the import summary, but forms are not populated.  If it is a permissions issue, I need better information on how to fix it.  This version of Turbo Tax (Delux)  is not the same quality as prior versions.

[CatinaT1]

Did you enable the local network access?

 If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?