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radhay
New Member

Unable to connect to Fidality NetBenefits and it says "... not available for data import and contact in October 17 2026 :)"

 
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2 Replies

Unable to connect to Fidality NetBenefits and it says "... not available for data import and contact in October 17 2026 :)"

@radhay  asked:  "Unable to connect to Fidality NetBenefits and it says "... not available for data import and contact in October 17 2026 :)"

 

I think in prior years it was not possible to import from Fidelity NetBenefits.  I'm not sure if that's still the case, but I can ask someone who would likely know to join this thread later this morning.

 

@SteamTrain  Are you still familiar with Fidelity NetBenefits?    Thanks!

Unable to connect to Fidality NetBenefits and it says "... not available for data import and contact in October 17 2026 :)"

@radhay 

 

Historically, for over at least the last 18 years, Fidelity NetBenefits has never provided direct imports of 1099-R forms into the TTX software.  I've always had to enter them manually.

 

Maybe they wanted to start providing the 1099-R forms as imports this year....but haven't actually programmed their computers properly to do it yet.   I have two 1099-R forms from them this year....I just entered them Manually.

 

(No, I tried and couldn't import from them either, but I wasn't really expecting to be able to do so)

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

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