Importing tax information

cg85194 · ‎February 24, 2026

I am trying to import 1099s from Fidelity and Morgan Stanley. I go thru the process and a connection is made. The screen then reads "Success! We got your tax data." I go back to the tax return and there is no imported data. I can tell a connection was made to Fidelity based on the history in my Fidelity account.

I see that other people are having this problem. Has anyone found a solution or workaround?

Thanks.