Trouble importing 1099 data from Fidelity

[chippehawk]

Working with a downloaded version of TurboTax 2022. Before I can import my 1099 data TurboTax requires me to log into my Intuit account for fraud purposes. But the screen just goes blank and stays blank when I select the Logon choice. In the past I only needed to log in to my Fidelity account for TurboTax to import my 1099-DIV and 1099-B data. Has anyone else experienced this problem?

[CarissaM · Accepted solution]

Please follow the instructions here to ensure your software is up to date. 

Please let us know if the same issue occurs once you update Turbo Tax. @chippehawk 

[chippehawk]

Carissa,

You are correct. An update to my TurboTax software was necessary to correct this problem. Once the update completed I had NO trouble logging on to my Intuit account to facilitate the importing of all my Fidelity 1099 forms. Thanks for your suggestion.

[QPZ]

I updated my turbo tax but still get "Tax form data is available for import but has exceeded allowable import volume". What should I do?

[MonikaK1]

It depends. Are you trying to import 1099 data from a financial institution or are you trying to import last year's TurboTax file?

Users have reported error messages similar to yours when they attempted to import a PDF file rather than the TurboTax data file.

See this help article for the steps to import your prior year tax return file.

See this help article for instructions to import 1099 information from payers.

[QPZ]

I am trying to import  1099 data from Fidelity Investment. I imported from IB fine.

[MonikaK1]

In addition to installing any updates, you might try these steps :

 - turn off any ad-blockers

 - log into your Fidelity account first and leave that page open while switching to TurboTax 

 - check your Internet connection; hardwired connections work best

 - reboot computer, try clearing your cache and cookies

[Richard2841]

First, even though all your tax info comes from National Financial Services and is identified as such on your forms, when attempting to download your 1099's etc., from Fidelity Investments, , make sure you choose "Fidelity Investments" from the dropdown menu.  DO NOT choose National Financial Services from the dropdown menu because that will take you to a "WealthScape"  screen which asks you for a WealthScape user ID/password.  WealthScape is a platform only for Institutional investors. As an individual Investor you do not need it and do not want it.  So, to repeat, make sure you choose Fidelity Investments from the dropdown menu and you will be taken  to the proper download screen enabling to import your 1099's etc. from Fidelity Investments.   

[fedmda]

A manual update as recommended didn't work for me.  dknolte recommended that I change my default browser to Microsoft Edge.  After changing my default browser, the import finally worked.  TurboTax advisors should get their act together and tell people to use Microsoft Edge to import Fidelity data.

[h86those7taxes84ever]

Well -  I did download and apply the mail patch ( that didn't fix my download problem on Brave).  I shut of my VPV; that didn't work either.  But then I made Edge my default browser.  And I got the download to work!  SO I think YOU get the KUDOs  Thanks for saving me a couple hours of work!