You'll need to sign in or create an account to connect with an expert.
Try this to see if this will allow you to import:
If none of the above steps resolve the issue, please reach back out here in the thread and someone will follow up with the next steps.
Having the same internal server error importing from Fidelity, using the desktop version of 2021 premier. There are corrected 1099 at fidelity. Have tried to clear cache and delete history but this did not resolve issue. What are the next steps?
Please try the following steps to see if this will allow you to upload your 1099.
First, try the information in this Help Article for how to import a 1099.
If those steps do not work, try this Help Article on how to fix a 1099 import. The steps show information for Schwab but this is for example purposes.
One workaround is attempting to upload the form under the different Fidelity accounts listed in the drop-down when attempting to upload 1099.
Once you have tried each of those, another workaround is to go to the Fidelity website, change your Fidelity online password, then log back into Fidelity to review the 1099s that are available. Exit Turbotax, log back into Turbotax, and retry the process.
[edited 3/4/22 2:00 PM CST]
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
mart44
New Member
michaeljpappano
New Member
jmareek
New Member
sprajesh
Returning Member
BBBbtr
Returning Member