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MoniqueLO_
Intuit Alumni

Fidelity import not working. Pleas help

If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.  

 

Please see What if I can't import my 1099? for instructions. 

 

If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you. 

@stsimons 
 

Fidelity import not working. Pleas help

That didn't work when i tried that.

MoniqueLO_
Intuit Alumni

Fidelity import not working. Pleas help

Please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you.

@tax7542 
 

mmaybee1
New Member

Fidelity import not working. Pleas help

After paging through lots of useless info, this approach worked 1st time.

KP252
New Member

Fidelity import not working. Pleas help

No I don't want to type it myself. That would take hours and maybe over a day. I want to know the fix.

MarilynG1
Expert Alumni

Fidelity import not working. Pleas help

When testing a Fidelity Import in TurboTax Premier,  after choosing Fidelity on the 'Let us Enter Your Investment Sale Info' screen, I get a screen with a Fidelity logo and 'Continue' to import. 

 

Next, a pop-up informs me that a tab will open in my default browser.  When I click OK, a new screen titled 'Let's Import Your Tax Info' comes up, and I click on 'Get My Form'.

 

A pop-up opens, with a Log In screen, for User Name and Password, at digitial.fidelity.com, so the import process appears to be working.  Let us know what issues you have and we'll try to help.

 

@KP252 

 

 

'

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KP252
New Member

Fidelity import not working. Pleas help

 

thank you: You have described everything. Turbo Tax logs into my Fidelity Account and then reads that I can go back to Turbo Tax because everything is being down loaded, but that never actually happens. I have repeated this process a few times with the same result.

MarilynG1
Expert Alumni

Fidelity import not working. Pleas help

My attempted Import from Fidelity yielded an 0.00 Entry on the Investment Sales Summary page. 

 

If you have no entry there after your import, you may need to Contact TurboTax Support for more help.

 

@KP252 

 

 

 

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KP252
New Member

Fidelity import not working. Pleas help

Hi Marilyn: I may have a thought of why my problem. I just noticed that when Turbo Tax goes to my financial institution, Fidelity it opens the browser "Brave". Do you know how I might change that choice? I figure Brave might not be a correct choice to open any bank or investment facility and that I might need Chrome.

 

Thanks

Ken

CatinaT1
Employee Tax Expert

Fidelity import not working. Pleas help

Please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service 

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WTS
Returning Member

Fidelity import not working. Pleas help

Same here. Log into intuit => click GET FORM => Login in to FIDO ==> "We got your data you may now return to TT. 

WTS
Returning Member

Fidelity import not working. Pleas help

Solution: Turn off VPN and disable Brave shields. Don't know which one solved it but I did both.

KP252
New Member

Fidelity import not working. Pleas help

Thanks to everyone for trying to help. The answer was changing the browser.

 

Ken

sjm007
New Member

Fidelity import not working. Pleas help

I had the same problem….

i complained to Fidelity and told them I would go to Sam’s Club to purchase the software……and I was MAD!

They said they would reimburse me…..within 48 hours they did…..

sjm007
New Member

Fidelity import not working. Pleas help

I had the same problem….

i complained to Fidelity and told them I would go to Sam’s Club to purchase the software……and I was MAD!

They said they would reimburse me…..within 48 hours they did…..

They still say that the problem exists on their end……

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