Import from Fidelity

Forum|Forum|3 years ago
January 31, 2023
2 replies
21 views

Import from Fidelity Investments not working (user name and password fields not showing up)

SteamTrain

Level 15

@coopboy86

Wait until Friday...after the latest software updates

...... it's possible that your paper/PDF documents are available within your Fidelity account

BUT

The tax import documents have to be specially created and are formatted differently, and can take longer to create....so perhaps it is those that are not ready.

____________

For Myself, I'm not concerned, since when I try to access my PDF tax documents, in my account on their web access, they tell me mine will not be ready until after 11 Feb. Those with REIT holdings may have to wait until March.

IF you can get your Tax document PDF files from within your Fidelity account, then it may be several more days--to a week, before the special tax import files are ready.

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

RH55

Level 2

... still not working as of Sunday February 5, 2023. Is it Fidelity's issue or Turbo Tax?

SteamTrain

Level 15

@RH55

Results are all over the place...some folks get in....some don't.

Based on what others have posted, I'm starting to suspect some crosstalk with the Fidelity site if you happen to have your Fidelity site/account access, open separately in another browser tab/window...so make sure that everything else is shut down before you try the TTX software's Fidelity import.

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

NancyN48

Level 2

The Fidelity Investments screen does not display user name and password login information. If I push "Continue", I get a screen for Intuit????? Currently unable to import data from Fidelity Investments. Fidelity is unable to help. They indicate the online version of Turbo Tax is working, but I need the offline version. Nancy