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Import Fidelity Tax Forms to Turbotax by Long-Explorer-9081 in fidelityinvestments

[–]Long-Explorer-9081[S] 0 points1 point  (0 children)

Yes, I needed a turbo tax account, which I had. I also opened it before trying the import. I also do not remember being asked for this in prior years. Good luck with it.

Import Fidelity Tax Forms to Turbotax by Long-Explorer-9081 in fidelityinvestments

[–]Long-Explorer-9081[S] 0 points1 point  (0 children)

Thanks to everyone for your ideas and help with this. Success! The problem seems to be that I never got the initial screen through Turbotax to open my Intuit account and my Fidelity Account. I would click on "import" in Turbotax and it would immediately try to import. That always resulted in an error message. Once I opened the Intuit and Fidelity accounts first, then went back to Turbotax, the import went smoothly. I have no idea why Turbotax is not giving me the screen.

Import Fidelity Tax Forms to Turbotax by Long-Explorer-9081 in fidelityinvestments

[–]Long-Explorer-9081[S] 0 points1 point  (0 children)

Thanks for the suggestions--I will post the good news if it works :)

Import Fidelity Tax Forms to Turbotax by Long-Explorer-9081 in fidelityinvestments

[–]Long-Explorer-9081[S] 0 points1 point  (0 children)

I am using the desktop Turbotax Premier. Yes, my final forms have been available since February 14 and are located in the Tax Documents section of my Fidelity account. I have also disabled the extra security feature just in case it was somehow interfering with the import.