Import from Fidelity NOT Working

Forum|Forum|3 years ago
March 3, 2023
2 replies
17 views

When trying to import the data from Fidelity-NetBenefits, a window " The import was unsuccessful" pops up. I am using a desktop version on MacAir. Help!

Note: Importing data from Morgan Stanley and Merrill Lynch works just fine.

SteamTrain

Level 15

@InttCmnt37

Mine too....BUT... I was just testing that selection, since 1099-R forms have never before been available as import files from my NetBenefits account. I have always had to enter those particular 1099-R forms manually. Not sure if it is pension dependent or not.

Maybe NetBenefits plans to offer them (direct imports) at some time in the future...but perhaps not yet.

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

InttCmnt37Author

Level 2

Thanks for quick reply, but … I’ve been importing the data from Fidelity in the past with no issues. Fidelity tech support confirmed that the issue is on the TurboTax side. I’ve submitted this issue to Intuit tech support twice now. Hope they are also looking at community posts and an update to TT will become available sooooon.