Tried to import 1099-b from Fidelity. After specified Fidelity Investments as the broker, Turbotax didn't present the option to enter username and password for Fidelity. Pressed 'Continue' TT generated 'unsuccessful'/'no tax form available'.
Downloaded 1099-B data from other brokers worked fine. Why TT doesn't provide option to enter Fidelity username/password for download?
Just saw another one...they were using the "Brave" browser.
They switched to the Edge browser, and it all worked properly.
If using the Desktop/download software...run a software update. An update was issued near noon today (Eastern time, Feb 10th) and mine worked OK after that.
Windows 10, Premier
SteamTrain - thank you very much for the suggestion. I updated the TT then tried to download Fidelity statements again, but the issue wasn't resolved. The dialog with Fidelity logo that had standard message: "Enter the information below to access your available Fidelity Investment ...." did not provide fields to enter username and password. When 'Continue' button was pressed, the message 'This import was unsuccessful.' was presented. Obviously, it can't connect to Fidelity without username/password.
I'm running TT in Windows 11 Home OS version.
Someone else had that problem.
They said that when they slowly dragged their cursor across the middle of the empty area from top to bottom...there were two areas where the cursor changed.
when they clicked in the first area, they could enter their Fidelity Username
when they clicked in the second area...they entered their PWD...and then <CR> and they got in for their download.
________
For some reason, the Text & login boxes are not being displayed, even though they are there.
When you get the empty login box...you might try resizing it.....bigger I would guess
OR
Call Customer Support, because I've got nonthin else
(Blame it on Chinese "Weather" balloons)
What is the TurboTax phone number? (intuit.com)
Just saw another one...they were using the "Brave" browser.
They switched to the Edge browser, and it all worked properly.
It worked after switching default browser from Chrome to Edge. SteamTrain - thanks for mentioning the browser option.
I'm having the same issue importing 1099s from Fidelity Investments. After specified Fidelity Investments as the investment co./broker, Turbotax didn't present the option to enter username and password for Fidelity.
when I tried a different investment company, it worked fine. When I tried Fidelity netbenifits, the username and login fields popped up, but I don't have an account here, my account is with Fidelity Investments.
Also i am using Microsoft Edge, and i checked that all my software is the lastest version: windows, edge and TT deluxe desktop.
I discovered that my browser (Firefox) pop up icon was preventing me from importing. Go to browser settings & disable pop-up blockers. Worked for me - hope it helps others.
If you have multiple browsers downloaded on your computer for example Firefox, Chrome, Edge etc. Try logging into Turbo Tax using a different one from what you are currently using. If you only have 1 browser, you may install another directly from the applicable trusted developer website @dpjoehl319.
I tried both Edge and Chrome and neither works. One user mentioned that the fix is supposed to be installed on 2/23. I am hoping that is the case. Would really like to finish my taxes using TT instead of having to go to H&R Block
Some users have been successful in switching browsers. If switching browsers does not work, please click here to contact customer support for further assistance.
I have the same problem and Contacted support to get a case #1513 85 1476 to work the issue and was told on Feb 21st that it is a problem with the app and would be resolved on the 23rd. Then I got an email telling me the case was closed. I contacted them today (23rd) and told them the updates did not fix the problem. The expert confirmed that that their IT says it is still a problem and would be fixed the first week of March, then wanted to close the case again for giving me this information. I told them the case was not fixed by just telling me the information and requested the case issue stay open until I get a resolution. They said they close case when they give information and not fixes. I said this was irresponsible support activity and requested a supervisor. I was cut off in the process and made an attempt three times to get a supervisor and got cut off each time. I have no idea what IT is doing to fix this or if they are even working the problem. I have entered three other brokerage imports but not Fidelity. I also contacted Fidelity to check that their 1099 data is exporting correctly, and they confirmed it works. Is there a way to contact a supervisor without the automated system?
Please see the workaround provided in this thread.
S Forrest LO
Please see the thread here for more information on importing Fidelity. A few suggestions were to use a different browser and remove pop-up blockers. Have you tried a different browser like Microsoft Edge or Google Chrome? Many people have stated using Edge and removing the pop-up blockers has helped. Please let us know if you are successful using a different browser.
I'm not sure why NetBenefits is a selection. 1099-R forms have (historically) never been available as tax import files from that Particular site...maybe they are going to change that...but I connected earlier this year and the wasn't anything there. I entered my 1099-R forms manually, as I always have to do.
I did get my regular Fidelity account downloads form the other brokerage account selection...1099-INT, -DIV and -B/8949
I selected Fidelity Investments-Net Benefits (which is what my Fidelity account is) and I got the same failure. So, I tried just the 2nd selection, Fidelity account selection instead and it had me enter the Intuit password information to enter Fidelty site. After successfully entering the password, it imported my Fidelity data. The confusion is the two Fidelity choices when Net benefits is the account but not connected to the correct import site. I never had this problem before in the decades that I used TT. This is a terrible and confusing handshake to Fidelity importation, needs work.
No I have had two cases two numbers and both closed within a day
. I think its a internal thing where lets not keep anything open, lets just accept the fact and congratulate the team for a job well done in answering the phone. Its abysmal that one person changed browser and now its a solution, everyone is happy and problem solved . Unfortunately I tried everything , various browsers but somehow it finally worked with Fidelity for me two days ago. Prior I was getting minimal information and missing all transaction so I had an empty 8949, but one actual download of 1099-Misc.
On another note, surprised that no one on facebook and TT responded to my queries on the issues? Well at least I got badges, kudos and will see next year if the same with H & R Block.
This does not solve the problem
You can import to the free online version.
The problem seems to be only with TurboTax premier desktop
Had the same problem, resolved in the beginning of March.
You have to have all the TT updates loaded. Best wat is to uninstall the desktop program, and then download program again from the start. Make sure you have program sales receipt code, before uninstalling.