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

Forum|Forum|7 years ago
June 6, 2019
5 replies
22 views

Download 1099 for Dividends etc. unsuccessful.

TurboTax Premier Mac

SandraM

Level 6

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

bubbasaurusrex

Level 2

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.

dill38

Level 2

I have used your service several times, but this year Fidelity wont import to intuit and you have NO ONE to help without charging me? This may be the end for me....

doctorrisk

Level 2

I think I can shed some light on this. I imported my 1099 from etrade on Monday and it was wrong. Then I tried again early Tuesday -- still way, way wrong.

Then I tried again late Tuesday and they said not available until Thursday. I assume they realized their download was working incorrectly and need two days to fix it. (Anyway, this is my hope.)

Product support told me that Turbo tax is not intended to do everything for you -- LOL. I will not use it again.

MWttx

Level 2

Actually turbo tax can't download 1099 from almost any bank, or brokerage company.

GiseleD

Level 14

If you are unable to import your brokerage information, you can still enter it manually.

Here's where you enter your 1099-B in TurboTax:

Open (continue) your return if it isn't already open.
In TurboTax, search for 1099-B and then select the Jump to link in the search results.
Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019. If you see Here's the info we have for these investment sales, select Add More Sales.
Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
At Let's get your tax info, choose type it in yourself.
Follow the instructions.

@MWttx

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nishkumr

Level 2

Hi,

I am unable to import 1099B from fidelity. Can someone help me? After entering the Id and Password the "Continue" button shows as gray so can't click on it.

Thanks

RobertB4444

Level 15

If you are unable to import your brokerage information, you can still enter it manually.

Here's where you enter your 1099-B in TurboTax:

Open (continue) your return if it isn't already open.
In TurboTax, search for 1099-B and then select the Jump to link in the search results.
Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019. If you see Here's the info we have for these investment sales, select Add More Sales.
Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
At Let's get your tax info, choose type it in yourself.
Follow the instructions.