What will resolve the internal server error when trying to import from Fidelity Investments

Forum|Forum|7 years ago
June 1, 2019
2 replies
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TurboTax Home & Biz Windows

Best answer by cwilson7

I had the same problem with Schwab. I use TurboTax Home and Business running on Windows 7. After being on the help line for over an hour, these are the 3 things I did to resolve the problem. I list all three since I'm not sure which one fixed it.

1. Right click the Turbo Tax icon and select Properties. Go to the Compatibility tab and select "Run the program in compatibility mode for Windows 7".

2. In the Privilege Level on the same Compatibility tab select "Run this program as an administrator".

3. Uninstall TurboTax and re-install it with the compatibility selections above.

You may also need to deselect "Real time protection" in your firewall if you are using Microsoft Security Essentials. Also make sure your "3rd party access" is enabled at your broker if that is their requirement to import tax info.

Good luck.

cwilson7Answer

Level 2

1. Right click the Turbo Tax icon and select Properties. Go to the Compatibility tab and select "Run the program in compatibility mode for Windows 7".

2. In the Privilege Level on the same Compatibility tab select "Run this program as an administrator".

3. Uninstall TurboTax and re-install it with the compatibility selections above.

Good luck.

MAJ6470

Level 2

Running Windows 11 -- so bizarre that running as administrator and windows 7 compatible made it work. Thanks to those who posted -- saved me time from calling!

SForrestLO

Level 11

Glad it worked for you.

@MAJ6470

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mloveles

Level 2

I have Windows 10, TurboTax 2019 Premiere and VPN turned on. I had to turn off VPN and 2-tier logins for the imports to work. Once I was done with TurboTax 2019 Premiere, I turned VPN back on.

I hope this helps.