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mtward2
New Member

Tax Year Prior to 2020: Can't import 1099 from fidelity

Download 1099 for Dividends etc. unsuccessful.

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46 Replies
SandraM
New Member

Tax Year Prior to 2020: Can't import 1099 from fidelity

You might not be able to import your 1099 despite signing in with the correct bank or brokerage login. Below are some reasons this can occur.

https://ttlc.intuit.com/replies/5603584

Tax Year Prior to 2020: Can't import 1099 from fidelity

I'm having the same problem with downloading Fidelity 1099.   Contacted the Fidelity technical staff today and worked closely with them to resolve the issue including remoting my computer screen to them, no luck.   After trying a number of the recommendations from the TT2018 user community nothing worked.   I have the CD version of TT2018 and should be able to download up to 2000 transactions.  Need Intuit staff to address this issue ASAP.

Tax Year Prior to 2020: Can't import 1099 from fidelity

Many people are having the same problem, I can't import either. For sure password is correct and I'm using CD version. Come on TURBOTAX fix this!
owen567
New Member

Tax Year Prior to 2020: Can't import 1099 from fidelity

Same issue please fix!

Tax Year Prior to 2020: Can't import 1099 from fidelity

Owen567,  I learned from Fidelity on 25Feb2019 that they were not yet setup to import 1099's into TT2018.   I was finally able to successfully import my 1099's on 27Feb2019 so it should be working now.  If you haven't tried to import since 27Feb2019 try again.  Regards,
owen567
New Member

Tax Year Prior to 2020: Can't import 1099 from fidelity

Still not working, import not successful
czeidner
New Member

Tax Year Prior to 2020: Can't import 1099 from fidelity

I have been trying for seven years to download brokerage 1099's from Fidelity.  Never works.  Intuit does not care.  Their answer:  enter the data manually.
owen567
New Member

Tax Year Prior to 2020: Can't import 1099 from fidelity

This import was unsuccessful, again. Can a support agent fix this, or is turbo tax a complete waste.
mtward2
New Member

Tax Year Prior to 2020: Can't import 1099 from fidelity

I couldn't download the 1099 either.  Tried 5 times different days.  I'm going to a local tax man after 6 years with TurboTax.

Tax Year Prior to 2020: Can't import 1099 from fidelity

Could not import.  Contacted fidelity, confirmed its a TT issue.  Premier CD 2018. Merrill-Lynch login in and import successful
mtward2
New Member

Tax Year Prior to 2020: Can't import 1099 from fidelity

I've given up on TurboTax.  I will use a local tax preparer.  

Tax Year Prior to 2020: Can't import 1099 from fidelity

This is shame on Turbo Tax. I am typing all this..
bus
New Member

Tax Year Prior to 2020: Can't import 1099 from fidelity

Turbo Tax 2018 Premier still not able to import tax forms from Fidelity as of March 25.

Tax Year Prior to 2020: Can't import 1099 from fidelity

Actually it started working for me a few updates ago, not sure why. Just type it in by hand if you can't get it to work and select summaries for short and long term instead of every transaction.
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