Import 1099b from Fidelity

Forum|Forum|3 years ago
February 10, 2023
2 replies
1 view

Tried to import 1099-b from Fidelity. After specified Fidelity Investments as the broker, Turbotax didn't present the option to enter username and password for Fidelity. Pressed 'Continue' TT generated 'unsuccessful'/'no tax form available'.

Downloaded 1099-B data from other brokers worked fine. Why TT doesn't provide option to enter Fidelity username/password for download?

Best answer by SteamTrain

@hungturdinh

Just saw another one...they were using the "Brave" browser.

They switched to the Edge browser, and it all worked properly.

SteamTrain

Level 15

If using the Desktop/download software...run a software update. An update was issued near noon today (Eastern time, Feb 10th) and mine worked OK after that.

Windows 10, Premier

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

hungturdinhAuthor

Level 2

SteamTrain - thank you very much for the suggestion. I updated the TT then tried to download Fidelity statements again, but the issue wasn't resolved. The dialog with Fidelity logo that had standard message: "Enter the information below to access your available Fidelity Investment ...." did not provide fields to enter username and password. When 'Continue' button was pressed, the message 'This import was unsuccessful.' was presented. Obviously, it can't connect to Fidelity without username/password.

I'm running TT in Windows 11 Home OS version.

SteamTrain

Level 15

Someone else had that problem.

They said that when they slowly dragged their cursor across the middle of the empty area from top to bottom...there were two areas where the cursor changed.

when they clicked in the first area, they could enter their Fidelity Username

when they clicked in the second area...they entered their PWD...and then <CR> and they got in for their download.

________

For some reason, the Text & login boxes are not being displayed, even though they are there.

When you get the empty login box...you might try resizing it.....bigger I would guess

Call Customer Support, because I've got nonthin else

(Blame it on Chinese "Weather" balloons)

What is the TurboTax phone number? (intuit.com)

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

DavidGudenkauf

Level 2

I have the same problem and Contacted support to get a case #1513 85 1476 to work the issue and was told on Feb 21st that it is a problem with the app and would be resolved on the 23rd. Then I got an email telling me the case was closed. I contacted them today (23rd) and told them the updates did not fix the problem. The expert confirmed that that their IT says it is still a problem and would be fixed the first week of March, then wanted to close the case again for giving me this information. I told them the case was not fixed by just telling me the information and requested the case issue stay open until I get a resolution. They said they close case when they give information and not fixes. I said this was irresponsible support activity and requested a supervisor. I was cut off in the process and made an attempt three times to get a supervisor and got cut off each time. I have no idea what IT is doing to fix this or if they are even working the problem. I have entered three other brokerage imports but not Fidelity. I also contacted Fidelity to check that their 1099 data is exporting correctly, and they confirmed it works. Is there a way to contact a supervisor without the automated system?

user17682717859

Level 2

I've had the same very frustrating experience with TT Customer Support - spend countless hours on the phone talking to the initial rep about 2 issues. They were nice, but clueless. Finally got to a supervisor 3rd wk in Dec and she opened an incident case and they'd provide updates. I called a few times in Jan and Feb and spent over an hour on the phone each time - and had the same result. Wait ~ 20 mins on hold for the initial rep. Explain the problems and within a min you can tell they won't be able to help cause they don't have the knowledge, so after wasting another 15 mins, I push to talk with a supervisor, and EVERY TIME I either get disconnected after waiting another 15 or 20 mins for a supervisor, or do finally get a supervisor and they put me on hold to investigate and I get disconnected. One time when I finally got hold of a supervisor I told him how many times I've gotten disconnected and if that happens this time could he PLEASE call me back and confirmed he had my cell # and email, and he promised he would. Well, you guess it - I got disconnected again and NO call back! It's to the point where I'm thinking Turbo Tax has trained their reps and supervisors to just hang up on callers if they can't address the issue so they free themselves up for other calls. Either way their phone customer service situation is TERRIBLE.

I also have way too many investment txns to enter them manually. TT needs to fix this connection issue w/ Fidelity