Solved: What will resolve the internal server error when trying to import from Fidelity Investments
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New Member

What will resolve the internal server error when trying to import from Fidelity Investments

 
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New Member

What will resolve the internal server error when trying to import from Fidelity Investments

I had the same problem with Schwab.  I use TurboTax Home and Business running on Windows 7.  After being on the help line for over an hour, these are the 3 things I did to resolve the problem.  I list all three since I'm not sure which one fixed it.

1.  Right click the Turbo Tax icon and select Properties.  Go to the Compatibility tab and select "Run the program in compatibility mode for Windows 7".

2. In the Privilege Level on the same Compatibility tab select "Run this program as an administrator".

3. Uninstall TurboTax and re-install it with the compatibility selections above.

You may also need to deselect "Real time protection" in your firewall if you are using Microsoft Security Essentials.  Also make sure your "3rd party access" is enabled at your broker if that is their requirement to import tax info.

Good luck.

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6 Replies
New Member

What will resolve the internal server error when trying to import from Fidelity Investments

I had the same problem with Schwab.  I use TurboTax Home and Business running on Windows 7.  After being on the help line for over an hour, these are the 3 things I did to resolve the problem.  I list all three since I'm not sure which one fixed it.

1.  Right click the Turbo Tax icon and select Properties.  Go to the Compatibility tab and select "Run the program in compatibility mode for Windows 7".

2. In the Privilege Level on the same Compatibility tab select "Run this program as an administrator".

3. Uninstall TurboTax and re-install it with the compatibility selections above.

You may also need to deselect "Real time protection" in your firewall if you are using Microsoft Security Essentials.  Also make sure your "3rd party access" is enabled at your broker if that is their requirement to import tax info.

Good luck.

View solution in original post

New Member

What will resolve the internal server error when trying to import from Fidelity Investments

Thanks - I was much more than an hour on the phone. I did learn that some of the early releases possibly had some corrupt files.  
I did your steps 1 and 2, and they did not work, so it must be the whole process.  It got thinking when you mentioned windows 7, which is what I am using.  To make sure it didn't lose all my work, I did a clean install on a different machine that is running Win10. It worked, so I copied the file over to the Win10 laptop and am on my way.

Thanks for the response, the effort, and the resulting inspiration.
New Member

What will resolve the internal server error when trying to import from Fidelity Investments

I'm glad you got it working.  It seems that TurboTax is probably better suited to run on Windows 10 but I think maybe if you did step 3 on the Windows 7 computer it might have worked too.  I did learn that uninstalling and re-installing TurboTax does not remove your tax files you worked on.  It just removes and restores the executable file and automatically reloads your tax files when you open TurboTax. That is how it worked for me.  In any case, I'm glad it's working for you. It was a very frustrating problem for me.
New Member

What will resolve the internal server error when trying to import from Fidelity Investments

I have Windows 10, TurboTax 2019 Premiere and VPN turned on.  I had to turn off VPN and 2-tier logins for the imports to work.  Once I was done with TurboTax 2019 Premiere, I turned VPN back on. 

I hope this helps.

 

 

New Member

What will resolve the internal server error when trying to import from Fidelity Investments

Thank You!!!! Such a simple operation and it sure did help! It is curious though TTx doesn't advise us to turn-of the VPN to effect the imports.

New Member

What will resolve the internal server error when trying to import from Fidelity Investments

I ended up resolving the issue by turning off my VPN connection in Norton 360.

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