You might not be able to import your 1099 despite signing in with the correct bank or brokerage login. Below are some reasons this can occur.
I'm having the same problem with downloading Fidelity 1099. Contacted the Fidelity technical staff today and worked closely with them to resolve the issue including remoting my computer screen to them, no luck. After trying a number of the recommendations from the TT2018 user community nothing worked. I have the CD version of TT2018 and should be able to download up to 2000 transactions. Need Intuit staff to address this issue ASAP.
Many people are having the same problem, I can't import either. For sure password is correct and I'm using CD version. Come on TURBOTAX fix this!
Owen567, I learned from Fidelity on 25Feb2019 that they were not yet setup to import 1099's into TT2018. I was finally able to successfully import my 1099's on 27Feb2019 so it should be working now. If you haven't tried to import since 27Feb2019 try again. Regards,
I have been trying for seven years to download brokerage 1099's from Fidelity. Never works. Intuit does not care. Their answer: enter the data manually.
This import was unsuccessful, again. Can a support agent fix this, or is turbo tax a complete waste.
I couldn't download the 1099 either. Tried 5 times different days. I'm going to a local tax man after 6 years with TurboTax.
Could not import. Contacted fidelity, confirmed its a TT issue. Premier CD 2018. Merrill-Lynch login in and import successful
I've given up on TurboTax. I will use a local tax preparer.
Turbo Tax 2018 Premier still not able to import tax forms from Fidelity as of March 25.
Actually it started working for me a few updates ago, not sure why. Just type it in by hand if you can't get it to work and select summaries for short and long term instead of every transaction.
I just had a client getting a message the information requested is unavailable. His password was over 20 characters long. He reset his password to one with 12-characters and tried the import again and all of the 1099 information imported.
Not working for me with TDAmeritrade, a "PARTNER" of TurboTax! We are so close to April 15, 2019 & it will not IMPORT the data from our bank institutions?! TurboTax Pls Fix this now!!
I have used your service several times, but this year Fidelity wont import to intuit and you have NO ONE to help without charging me? This may be the end for me....
I think I can shed some light on this. I imported my 1099 from etrade on Monday and it was wrong. Then I tried again early Tuesday -- still way, way wrong.
Then I tried again late Tuesday and they said not available until Thursday. I assume they realized their download was working incorrectly and need two days to fix it. (Anyway, this is my hope.)
Product support told me that Turbo tax is not intended to do everything for you -- LOL. I will not use it again.
Actually turbo tax can't download 1099 from almost any bank, or brokerage company.
If you are unable to import your brokerage information, you can still enter it manually.
Here's where you enter your 1099-B in TurboTax:
Turbo tax can't download 1099 from almost any bank, or brokerage company!
When can you fix this???
Make sure you're using the proper login on the import page and that you have a working internet connection. A wired connection, if available, may be more stable than wireless.
Finally, if you're still not able to import your 1099, you can always enter it manually. Select I'll type it in myself or Skip Import and proceed. Make sure you keep hard copies of your documents if ever get asked to produce by the IRS.
Hi,
I can import one Fidelity with over 1,000 1099B transactions.
Now I'm trying to import my primary account but the response states that there is no tax-related info to import at this time. This is not correct. Obviously, I have the Fidelity tax form.
It would be impossible for me to enter manually over 1,000's transactions for my 1099B.
Help?