Import Fidelity Net Benefits

[becky5000]

Hi,

I am not able to import from Fidelity Netbenefits. I think the problem may be that TurboTax only allows for an ID and password. My account normally sends a code to my phone before I can access my account. 

Thanks 

[CatinaT1 · Accepted solution]

You may have to manually enter your information instead of importing.

[becky5000]

I already did. Info from last year was already in the program so I just had to enter a few numbers.

Thanks

[mekelly5]

I'm seeing the same issue.  In fact, it now says it won't be available until 10/31/24 when I try to import.  How can that even be close to correct?

[CatinaT1]

See the following TurboTax Help articles for potential fixes:

• 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?

[athenatwin]

I use TurboTax vs a live person (which cost about the same) specifically because of easy use of auto import. There is not way I would want to put info in manually, as I have too many complex items in my Fidelty account (RSUs, Pre-TAX, Stock AND 401k all managed by them. :(

[becky5000]

I have found that information in Fidelity Net Benefits has to be entered manually. TurboTax carries this information over from the previous years so there are only a few numbers you have to enter, although the first time is a pain. Information in the regular Fidelity accounts (IRAs and brokerage) is imported without any issue.