It's February 24 and is the first day to being able to download a PDF of my 1099B from Fidelity. When I connect to Fidelity through TurboTax to download the 1099B into TurboTax, the 1099B doesn't show up. There is a 1099D, but no 1099B. I'm assuming Fidelity doesn't have this available yet, but that's a guess. Has anyone else tried to download a 1099B from Fidelity and not get it through TurboTax?
A 1099-DIV? (no such thing as a 1099-D) or maybe a 1099-R?.
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What is actually in your consolidated 1099-B PDF file ( meaning sub-files with non-zero's in it)?
I just imported from Fidelity....each of the sub-forms, meaning a1099-B, 1099-INT, & 1099-DIV all came in
BUT
IF your Consolidated 1099-B only contains a 1099-DIV form with $$ in it, then that's all that imports.
The individual 1099-B set won't import unless it has some actual sales transactions recorded for the year.
Same with the 1099-INT....if no actual interest is on your consolidated 1099-INT, then that form won't actually import since nothing is there.
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Fidelity also has something called a Group 4 1099 set that doesn't come out until March 6. Maybe some of yours are in that set (have little idea what Group 4 means)
Hi Steam Train. You're correct, there is no such thing as a 1099D, should have been 1099-DIV. I was able to get the 1099B to download into TurboTax by first clearing cookies from Fidelity. Once I did that, the 1099DIV, 1099B, and two 1099R's showed up in TT. I'm running Windows 11 Pro and Firefox. I only had a few stock sales to deal with, but it's much easier to allow the software to enter the numbers correctly. Glad that feature is there.
Thanks for your help.