Question

TT Premier - Fidelity Data Import Fiasco for Spouces

Forum|Forum|2 years ago
September 29, 2023
1 reply
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Has anyone been able to do a work around or figure out how to import from Fidelity separate 1099R, Int, Div, Misc, etc, data for each spouse? It was such a mess i had to file an extension... i see many others had the similar problems. When i attempted to get this resolved through TT they basically said their software had a "glitch" and nothing could be done to fix it...

VolvoGirl

Don't import. It's just as fast and easy to enter each form manually.

At the bottom pick Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

R

RandyR09Author

Hi Volvogirl, I manually entered data on a few 1099's previously, i didn't think to cypher the summery sheets of the combined 1099 forms and enter that data manually... seems that should work. Thanks for the work around tip!

VolvoGirl

unacceptable.

This is not an odd situation, retired people have retired spouses. Fix the bug. You charge too much for this product to leave this hanging.

For Fidelity this user found a way here....

After I had downloaded from one account and the second one would not work, I looked at the Fidelity website and noticed that I was already logged in to my account (the one I had downloaded from). Turns out that TurboTax had not dropped the connection from the first account. I logged out of that one and tried to download the second account and I was presented with the login screen and could then download from the second account.

Unable to import second instance of brokerage (completely different accounts/credentials/data)