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Level 2
posted Feb 12, 2024 8:54:52 AM

Import Fidelity Net Benefits

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 

1 6 1742
1 Best answer
Expert Alumni
Feb 15, 2024 8:24:18 AM

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

6 Replies
Expert Alumni
Feb 15, 2024 8:24:18 AM

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

Level 2
Feb 15, 2024 2:17:14 PM

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

Thanks

New Member
Feb 18, 2024 4:33:12 PM

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?

Expert Alumni
Feb 21, 2024 7:44:43 AM
Level 1
Apr 13, 2025 12:27:34 PM

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. :(

Level 2
Apr 13, 2025 2:55:18 PM

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.