turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I have always been able to import my Fidelity Investment stock sales (from my ESPP) plan. Why am I not getting the option in Wages & Income section?

I selected the Employee stock purchase plan under Wages & Income and on the following page there is only fields for manually entering all of the data.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

I have always been able to import my Fidelity Investment stock sales (from my ESPP) plan. Why am I not getting the option in Wages & Income section?

You get the option to import near the beginning of the "Stocks, Mutual Funds, Bonds, Other" interview, not deep in the bowels of a specific step by step interview.  When you begin the interview almost the first thing you're asked is "did you get a 1099-B"? and if you answer "Yes" then TurboTax starts the interview section for "importing." 

If you've got "Fidelity" already established as a broker then delete Fidelity and start the "Stocks, Mutual Funds, Bonds, Other" interview again, answering "Yes" to the "1099-B?" question. 

Actually, it might very well be too soon to start importing 1099-B's since they aren't due until mid to late February.

Tom Young



Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question