Re: 1099 import credentials

Was able to import 1099 from some sites as in previous years but for Fidelity and Schwab, the fields for input of login credentials just does not show up.

posted

If you are using TurboTax Online, try importing using a different browser. Make sure an VPN or Anti-virus is turned off.

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?

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How to report this kind of problem: I deleted an import from a financial institution, but turbotax home&business did not delete the related 1099-B Wks (10 pages).

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