I used to be able to download my 1099DIV info for National Financial Sevices LLC by logging into Fidelity Investments diretly and downloading info.

[GinoJones]

Can I in TurboTax still log into Fidelity, Inc and download my 1099 DIV details

[DavidD66]

Yes, you can import your 1099-DIV into TuroboTax, if you are using the personal software.  If you are using the business version of TurboTax you will not be able to import your investment information.

[bill derks]

Please elaborate...   I had the same issue as I purchased the business one from Amazon.  What is the "personal software" that you refer to?   Bottom line, what version of Turbotax do I need to buy next year in order to do this?

I purchased the TurboTax Home & Business (Personal tax product).   

     So why does it not work for the 2nd year in a row after working for many years?

Was it not available from Fidelity yet?

Did Fidelity update the format, but TurboTax was not ready yet?

[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.

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?