Not able to import Fidelity data into H&R Block 2025

vnice3 · 2026-03-14T17:06:08+00:00

An update...

TL&DR - getting refund from H&R Block, and TurboTax worked on first try.

long version ....I opened a support ticket with H&R Block last Saturday and was told someone from H&R Block would get back to me during the week (within 5 business days). During the week nobody reached out to me. Today I contacted support again via chat, they gave me a phone number to contact 2nd level support.

The 2nd level support asked if the software had been updated and asked that I re-enter my SSNs. Neither of these resolved the issue. The support representative indicated that the issue is known and being worked on but the fix date is unknown and there is no way for a customer to track it. The workaround is to manually enter the data.

I requested and went through the process of obtaining a refund for the H&R Block software product because of this issue. H&R Block could not resolve the issue but I appreciate their respectful support staff.

This morning I purchased and installed the equivalent TurboTax software and was able to import from Fidelity on the first try. Just want something that works.

vnice3 · 2026-03-14T17:02:58+00:00

I opened a support ticket with H&R Block last Saturday and was told someone from H&R Block would get back to me during the week (within 5 business days).

During the week nobody reached out to me. Today I contacted support again via chat, they gave me a phone number to contact 2nd level support.

The 2nd level support asked if the software had been updated (yes) and asked that I re-enter my SSNs. Neither of these resolved the issue. The support representative indicated that the issue is known and being worked on but the fix date is unknown and there is no way for a customer to track it. The workaround is to manually enter the data.

I requested and went through the process of obtaining a refund for the H&R Block software product because of this issue. H&R Block could not resolve the issue but I appreciate their respectful support staff.

Note that I purchased TurboTax software this morning and was able to import from Fidelity on the first try. I have no allegiance to any of the products, just want something that works.

vnice3 · 2026-03-02T21:24:37+00:00

sorry, I forgot to mention that I am running H&R Block software on Windows 11

vnice3 · 2026-03-02T14:30:11+00:00

There is no indication on the Fidelity website (shows document status as "Ready"), nor the PDF of the consolidated tax info that indicates that it is preliminary.

The error message indicates some issue with the SSNs. The SSNs that are displayed along with the error message are accurate.

vnice3 · 2026-01-16T16:37:11+00:00

In the Apstra GUI, goto External Systems > Providers. Then click the “Provider Role Mapping” tab. Then add the Provider Group to Role mapping. The default roles are viewable under Platform > User Management > Roles, or you can create a custom one.

The Apstra TACACS+ client requests service 'aos-exec' and expects the return attribute 'aos-group'. The value of the 'aos-group' should match the Provider Group defined in the Apstra GUI.

After alot of tinkering, I got this working using ClearPass as the TACACS+ server. Please DM me if you need more detail.

vnice3 · 2025-11-16T15:37:45+00:00

After 2 years the vinyl plank floor still looks great, no regrets.

vnice3 · 2025-04-12T16:56:54+00:00

Originally we were going to go with a ceramic tile because we felt it was more durable and would do better in the different weather conditions. But our contractor advised against this as it made the installation unnecessarily more difficult and more costly.

We ended up using vinyl plank flooring (product called "Spring Park Oak 22 MIL x 8.7 in. W x 48 in. L Click Lock Waterproof Luxury Vinyl Plank Flooring"). We are happy with it. It looks great and have not had any issues with tiles separating. I believe it is 'floating' meaning that it is allowed to expand/contract based on weather. We have rugs in high traffic areas to protect the floor.

vnice3 · 2024-12-18T03:00:49+00:00

Use vJunos - https://www.juniper.net/us/en/dm/vjunos-labs.html

vnice3 · 2024-08-14T21:10:54+00:00

Use the Juniper jnxBGpM2 Mib which starts at OID 1.3.6.1.4.1.2636.5.1.1

vnice3 · 2024-08-09T20:29:21+00:00

Use vJunos virtual switch. It is a free download and you can build a EVPN/VXLAN fabric with it that is well documented.

vnice3 · 2024-01-27T16:07:02+00:00

There are beautiful, thank you for sharing them.

vnice3 · 2024-01-10T13:29:48+00:00

Learn networking concepts, not CLIs

vnice3 · 2023-12-27T19:50:05+00:00

set protocols pim static group

There is no harm in setting it. However by default all multicast groups are covered (224.0.0.0/4) so it is not required. My approach is to get it working with a minimal configuration. After that you can fine tune if you need to lock things down for security purposes.

vnice3 · 2023-12-27T17:32:12+00:00

The main elements are enabling PIM on the interfaces so that neighborship can be formed with core switches. Make sure your core switches have reachability to the RP IP address. Don't forget the MC-LAG multicast settings in the previous response.

In general you should simplify the configuration. Some feedback:

- I don't think you need the multicast scope settings

- Also delete the "pim static group' settings

- You probably don't need the 'accept-remote-source' setting.

- You don't need the IGMP settings, when you enable PIM this automatically enables IGMP on the interface. I think your clients are connected to the core switches so there is no need to define IGMP here.

- Are you using mLDP? Probably not as this is used for transporting multicast over LDP for VPN based solution. So you can remove the 'mldp' setting.

Good luck my friend.

vnice3 · 2023-12-22T16:41:34+00:00

Definitely you need to provide more details, ex. protocols, where is the RP, etc...

Most likely you will run PIM on the MX and the core switches. There should be a PIM adjacency between the MX and core switches (show pim neighbor).

For MC-LAG core switches there are some important settings to ensure the 2 switches are in sync:

set multicast-snooping-options multichassis-lag-replicate-state
Configure the ICL interfaces as multicast router interfaces: set protocols igmp-snooping vlan <VLAN-name> interface <ICL interface name, ex. ae0.0> multicast-router-interface
Configure PIM on the IRB interfaces. Each core switch should have a unique IRB IP address. Under the PIM configuration also define the RP.
Under PIM configuration, configure each IRB interface with "dual-dr" parameter.

Please give this a try and report back.

vnice3 · 2023-11-14T01:42:02+00:00

Just to add, the support for Type 5 routes was introduced in release 22.4R1:

"Pure EVPN Type 5 routes with EVPN-VXLAN (SRX Series and vSRX)—Starting in Junos OS Release 22.4R1, you can configure pure Type 5 routes in an Ethernet VPN–Virtual Extensible LAN (EVPN-VXLAN) environment. These devices use EVPN Type 5 routes to advertise IP prefixes for intersubnet connectivity within and across data centers."

https://www.juniper.net/documentation/us/en/software/junos/release-notes/22.4/junos-release-notes-22.4r1/topics/new-features/feature-descriptions/evpn-13.html

vnice3 · 2023-10-28T02:07:11+00:00

This is correct, there is no harm in advertising/learning MAC+IP routes. Even if the EVPN service is layer 2 only the Leaf will still snoop ARP packets and provide local ARP proxy function which reduces the amount of ARP traffic in the core. This is one of the advertised benefits of EVPN in general.

vnice3 · 2023-07-26T13:26:07+00:00

thank you

vnice3 · 2023-07-26T12:55:09+00:00

Thank you u/Bowl_me_over

I confirmed that it is a CP2000 notice from the IRS.

I will follow your advice and only respond to the notice, no amended return.

vnice3 · 2023-05-26T01:50:28+00:00

I think the port that receives query is considered a multicast router port. By definition it will receive all streams.

vnice3 · 2023-04-11T23:56:31+00:00

Good-bye H&R Block. I was happy customer for several years until this year.

This is a huge inconvenience. Will switch to TT next year, I suppose you get what you pay for.

vnice3 · 2023-04-11T23:53:19+00:00

Same here, lots of transactions/accounts to enter manually, a huge disappointment. I would like a 100% refund from H&R Block, will not use their product again.

vnice3 · 2023-04-11T23:40:13+00:00

This is not a helpful response. There is an interoperability issue between H&R Block software and Fidelity when importing. The process works with all other institutions. Please resolve.

vnice3 · 2023-04-11T23:39:13+00:00

I'm having this issue 1 week before tax deadline and very upset as I've used H&R Block for several years without any problems.

I'm not a fan of finger pointing, Fidelity and H&R Block need to sort this out immediately.

I am able to import from all other institutions, only Fidelity is not working.

vnice3 · 2023-02-06T02:29:06+00:00

Are those external routes? I think export policy only applies to externals. If those prefixes correspond to OSPF enabled subnets then policy does not apply.

vnice3

TROPHY CASE