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I'm trying to import my Fidelity data into the desktop version. I go through the steps but nothing is imported. know why? or what to fix?

The import process indicates data was imported to Turbotax.
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I'm trying to import my Fidelity data into the desktop version. I go through the steps but nothing is imported. know why? or what to fix?

@HuskerTom 

 

There is a strange pop-up you have to accept:

 

I saw the same behavior...but...From user Doug34

 

"I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me."

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

View solution in original post

4 Replies

I'm trying to import my Fidelity data into the desktop version. I go through the steps but nothing is imported. know why? or what to fix?

@HuskerTom 

 

There is a strange pop-up you have to accept:

 

I saw the same behavior...but...From user Doug34

 

"I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me."

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

I'm trying to import my Fidelity data into the desktop version. I go through the steps but nothing is imported. know why? or what to fix?

@SteamTrain After reading through your response to @HuskerTom I was able to get Fidelity to import into TurboTax. I usually use the Brave browser, but I changed it to Chrome, since Brave did not have an option to allow local network access, and after changing the flag to "allow" for local network access, the import from Fidelity worked just fine.

 

Thanks for your help!

Hal

I'm trying to import my Fidelity data into the desktop version. I go through the steps but nothing is imported. know why? or what to fix?

thank you SteamTrain, this was exactly what I needed to know.  Followed the steps you outlined and it now imports perfectly.  Thank you for sharing.

HuskerTom

DIW
Level 2

I'm trying to import my Fidelity data into the desktop version. I go through the steps but nothing is imported. know why? or what to fix?

Thanks @SteamTrain! Your solution worked for me!

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