Why can't Turbotax import my Fidelity Investments tax forms??

[LinaJ2020]

It could be due to many reasons.  If you can provide me with the company's name, I can check for you.

In the meantime, you can manually enter the information.  For example, if its a Form 1099-DIV, here are the steps: 

In TurboTax online,

• Sign in to your TurboTax account and select Pick up where you left off
• At the right upper corner, in the search box, type in "1099div" and Enter
• Select Jump to 1099div
• Follow prompts

Use the same instructions for 1099int or 1099b

[djkempf]

Turbotax says "something went wrong" every time I try to import my tax froms Fidelity Investments.  My tax forms supposedly has been ready since 2/15 according to Fidelity.  Thanks

[ThomasM125]

Sometimes the import does not work. It may be a problem with the broker or it may be the way your computer is interacting with TurboTax. You can try clearing the cache on your computer as that my help as follows:

https://ttlc.intuit.com/community/troubleshooting/help/how-to-clear-your-cache/00/26135

You may have to restart your computer after you do this.

Also, you could try logging in using a different web browser.

[efrede]

You may not have any way of knowing that there are two "Fidelity Investments".  There is one option that comes up when you want to import your forms, which for me did not work.  The company you may need however, "Fidelity Investments Institutional Operations Co", does not have an import connection yet with Turbotax.  They hope to have this corrected by next year. 

[djkempf]

Well, I was able to import our tax forms using my wife's log on info.  So I had a problem somewhere trying to log into Fidelity through Turbotax using my log in info. for some reason

[Tenzo]

This is a problem with multiple people.  It would be nice if it was fixed