Import fidelity into turbotax

Just ran into this issue with about 150 option trades from Robinhood. Literally was not going to review them all as all of them seemed to have been imported incorrectly (wrong dates, wrong investment type). The issue is the auto-import. Delete the auto import entry and replace it with a manual entry, and enter the total amount per section.

M1 Finance and Fidelity are both great options for investors but have different features and even costs. Compare both here. M1 Finance and Fidelity are both great options for inves...If I remembered correctly, Turbo Tax will ask permission to log into your Fidelity account and auto-import all the transaction. it is pretty self-explanatory when you start the process. TT will give you a drop-down of firms to import from, and you select your brokerage.Turbotax Premier download is currently $65 at Amazon, so $60. The online version of Premier is $90 plus $40 per state (I think), so $130. Since multiple states are free with the Fidelity offer when using the online version, for two states it's $170. And the disappearing act is not Fidelity's fault.Dec 9, 2023 · Sign in to your brokerage account and confirm you have enabled third-party access to your account information. Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password. Double-check that you're entering the right credentials on the import screen. The problem is Turbotax selected all accounts by default including accounts without tax document to import. You need to logon to Chase under the menu on the upper left corner select security/privacy->linked App under Turbotax, you can see all accounts listed there, click the edit then unselect all accounts don't have tax documents. that is how I fixed my problem with Chase.Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun. Hey Fidelity, thanks for Turbo Tax Premier! As a long time customer I just wanted you to know how much I appreciate this…it doesn't go unnoticed! Happy New Year! The deal I found on Fidelity was a link to the TT website with $20 off.8 Jan 2019 ... It will be important information to have once you sell that stock, mutual fund, etc. TurboTax Premium automatically imports investment ...Using Turbotax Home and Business 2023 > View > Step-by-Step > Personal tab > I will choose What I want to work on > Interest and Dividends > Do these still apply in Tax Year….> Mark all "Yes" > Continue> Did You receive any Interest and Dividends > Yes. See Retirement Plans and Social Security. (I only have a question about the Retirement ...

Cheroner is correct. You will need to enter your Fidelity information after you select to import your financial information. On the Let's get your form screen, you'll see: 1. We'll open your Fidelity Investments site in a new window. 2. Enter your Fidelity Investments sign-in info. It always stays secure! 3.To report the sale of shares, you'll enter or import your Form 1099-B into TurboTax, then manually enter the cost basis.You can find this info in the cost basis column on a supplemental form provided by your brokerage, or by following these tips. The cost basis column on your supplemental form should look similar to the following.Follow these steps: Import TXF file into TurboTax Desktop: File / Import / From Accounting Software / Other Financial Software (TXF) file / Continue / Choose a File to Import / Import now. An IRS form 1099-B with detail transactions is now created. The transactions may be edited. @rfmeaux.1. 9 Share. Sort by: Add a Comment. FidelityJenny. MOD • 1 yr. ago • Stickied comment. Welcome, welcome u/john464646! You've come to the right place. We actually have a …Fidelity InvestmentsFollow. If you want to import your tax documents (1099-R, 1099-B, and 1099-DIV) to TaxAct, select "Stock data import" from the "Investment Income" section of the Federal Q&A tab. Link below. TaxAct - Entering Stock Transactions. You can find any tax documents you qualify for in your Document Center. Facebook.According to experts, this can be especially problematic for some taxpayers who rely on the convenience of software. "One major concern about using TurboTax is the carryforward of past years' calculations," Jeff Jackson, a certified public accountant (CPA) and tax expert with JustAnswer, tells Best Life. "For example, if the taxpayer carries forward credits and prior year taxes from old tax ...

Here's how: Sign in to TurboTax and open or continue your return. Search for 1099-B and select the Jump to link in the search results. Follow the screens and you’ll be able to import your form. Tip: Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First ...Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. 1009008.11.. View and download available tax forms including; current information on your latest tax form and year to date activity updates. Delivering up to date information on the status of your taxes.To export a CSV file from Charles Schwab for import into your TaxAct® return, follow these steps: Go to the Charles Schwab website. Click the Log In button to log into your account. Click the Accounts tab in the upper left corner. (Video) Unable to import Schwab 1099 into TurboTax. (Northville Tech)ADMIN MOD. TurboTAX can't import Etrade 1099 2023. Since Morgan Stanley acquired ETrade, importing 1099 to TurboTAX stopped working. Not like other institutions importing, Mogan Stanley Wealth is asking for SS #/ TIN, Username, and Password. Tried entering SS#, Etrade Username, and Etrade Password, and keeps saying the wrong SS#/TIN.For example, if you sold only 500 shares and your employer added $1,750 to your W-2, your corrected cost basis is: $8.50 * 500 + $1,750 = $6,000. You get a summary of the sales you entered. Repeat if you have more sales to enter. We only had one sale in our example. You get a summary of your net gain and loss.

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Line 1a. Indicate the amount of the refund to deposit in this account. b. Add the Fidelity routing number: 101205681. c. Choose Checking as the account type. d. As your account number, enter Fidelity prefix 39900000 followed by your IRA account number. For example, if your IRA account number is 123-456789, then your 17-digit depositor account ...I am unable to sign on with Intuit after purchasing Turbotax Deluxe. Accountant's Assistant: Are you using Intuit online or downloaded on your computer? I am trying to use online. Accountant's Assistant: What have you tried with Intuit so far? I have numerous times tried to enter one of the many passwords that have been shown, but …If you want to spare the headache, save, Double tax on ESpp and save probably a whole weekend - hire a prof tax prep .. dm if you want contact of my preparer. Fill in the numbers from the 1099B supplement from Fidelity. It has cost basis adjustments to avoid paying taxes twice on the discount. Running into same issue.Importing NFS Tax Information into TurboTax Fact Sheet. National Financial Services customers who use TurboTaxt to prepare tax returns, may import certain information directly from their account into the software. This Printable Fund Fact Sheet must be preceded or accompanied by a current prospectus.

If TurboTax doesn't support the source of your crypto activity, create a CSV file of your transactions using our template.. Download the TurboTax universal template.; Export your digital asset transactions into a CSV file from each one of your unsupported sources. Check to see if your source provides the ability to export to CSV.According to this TurboTax article, you can enter a summary vs. each individual transaction. See how it works for you. How do I enter a large number of stock transactions into TurboTax? (By the way, I believe the 10,000 import limit applies if using the Online programs. The Desktop platform has a lower import limit. I think.)There is not a huge rush for that, just sometime in the next 2 or 3 months . as @VolvoGirl noted, You need to : 1) Wait for the IRS (and state) to officially "Accept" or "Reject" your tax filing. 2) IF teh IRS "Rejects" what you filed, you can just "edit" in your data after that happens and re-e-file. (IF the IRS rejects, the state is not sent in.19 Oct 2023 ... If you buy or sell a stock option in the open market, the taxation rules are similar to options you receive from an employer. When you buy an ...To report the sale of shares, you'll enter or import your Form 1099-B into TurboTax, then manually enter the cost basis.You can find this info in the cost basis column on a supplemental form provided by your brokerage, or by following these tips. The cost basis column on your supplemental form should look similar to the following.you may be able to import ®your 1099-R information directly into TurboTax . When this Tax Infor mation Will Be Available All direct imports of information should be conducted only when you have received the 1099-R from National Financial Services by mail or eDelivery. The IRS mailing deadline for 1099-R statements is January 31.And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2024. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2024. However, this isn't a guarantee.Importing your tax information is a convenient way to get a head start on filing your return, and you’ll avoid manual entry of your forms and other details. The tax information you can import includes information from your W-2, 1099 forms, and other financial information like: If you need to change any of your imported tax information, you ...Use the Jump-to link to go directly to the Donations to Charity section in TurboTax. Select the Yes button to answer the question: Did you make any donations to charity in 2023? If you have an account with ItsDeductible, select Yes to begin the process of importing your donation information; if you select No, continue to the next step.M1 Finance and Fidelity are both great options for investors but have different features and even costs. Compare both here. M1 Finance and Fidelity are both great options for inves...With Online Access, you can import information from certain Edward Jones tax forms into TurboTax®, H&R Block® and other tax preparation software programs. Use your Online Access login information to import information from your Form 1099-R and Consolidated 1099 Tax Statement (Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC and 1099-OID).TurboTax supports Robinhood customers with extensive trading history; however, if you made 1,500 or more equity and options trades in your Robinhood Financial brokerage account or 2,250 or more cryptocurrency trades in your Robinhood Crypto account in the filing year, you may experience difficulty uploading your tax forms directly into TurboTax.

1 Best answer. CatinaT1. Expert Alumni. I've not seen anyone else reporting this issue. Try closing TurboTax, clear your Cache and Cookies, and reopen TurboTax. Make sure you have ran all updates. If that doesn't work, p lease call TurboTax Customer service. Here is a link: Turbo Tax Customer Service.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. 1009008.11.0. View and download available tax forms including; current information on your latest tax form and year to date activity updates. Delivering up to date information on the status of your taxes.Just use Bitcoin.Tax tax as normal, go to the Reports tab and click the Download button. The new option for "TurboTax Online" will download the file you need. Importing into TurboTax from Bitcoin.Tax. TurboTax Online has a new Cryptocurrency section: click Federal in the menu on the left. choose Income & Expenses at the top.February 24, 2024 4:26 AM. Fidelity Investments is listed as a TurboTax 1099 partner and therefore the import should be supported. However, there are some situations where the import might not work. It could be something simple like selecting a slightly different brokerage name, using an unstable internet connection, or maybe using a different ...With Online Access, you can import information from certain Edward Jones tax forms into TurboTax®, H&R Block® and other tax preparation software programs. Use your Online Access login information to import information from your Form 1099-R and Consolidated 1099 Tax Statement (Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC and 1099-OID).Posts: 58. Joined: Thu Aug 27, 2015 6:12 am. Re: Is it worth it to import data into Turbotax? by CeeKay1729 » Fri Jan 26, 2024 5:21 pm. The issue isn't TurboTax. …FYI on 1099-B with TurboTax import ($0 cost basis issue) Discussion. Just wanted to share some trouble I'm running into with TurboTax and my Fidelity 1099-B that was auto-imported. For any sold-to-open options positions, your cost basis will appear as $0 and your Proceeds will be the net gain/loss from the position (when Proceeds should be the ...The Turbo Tax navigation bar appears. Note: If the customer has not used Turbo Tax in the past and no personal profile is available, Turbo Tax prompts the customer to establish a Personal Info profile. 2. On the TurboTax navigation bar, click Federal Taxes. The Federal Taxes page appears. 3. Under the Income level, click Import your Tax Info ...Re: TurboTax Tax forms Download from Fidelity/Schwab Security risk? Post by toddthebod » Fri Mar 22, 2024 9:53 pm Domadosolo wrote: ↑ Fri Mar 22, 2024 9:44 pmDirect Import enables tax filers to port last year's return directly from TurboTax pulling in up to 150 fields to save time and effort. KANSAS CITY, Mo., Jan. 29, 2024 (GLOBE NEWSWIRE) -- H&R Block (NYSE: HRB) today introduced Direct Import, a fast, secure, and convenient way to simplify tax preparation for people who want to switch from TurboTax to H&R Block DIY.Same problem -- two accounts at Fidelity, and I can import docs for only one. Clearing browsing history and cookies doesn't work. I get a check-mark that says TurboTax has imported my documents. True enough for one account. Not possible to get a screen that allows me to enter the log-in info for second account.

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Why use TurboTax Free Edition? Jumpstart your taxes with last year's tax return, snap a photo of your W-2, answer basic questions about your life, and get your maximum refund, guaranteed . File your 2023 federal & state taxes for free. Ideal for. W-2 income.But after signing in to Fidelity on a separate website (not sure if this mattered by I did it anyway), then trying to import from Fidelity (not Fidelity Net Benefits), then signing into an Inuit account in TurboTax desktop software, it then opened a new browser window and imported my Fidelity 1099-DIV and 1099-INT. This is still a terrible bug.If you're importing from both Quicken and QuickBooks, import from QuickBooks first. 3. Select QuickBooks (2018-2021), then click Continue. 4. Follow the onscreen instructions. Another option is to use a third-party app. Thus, you can import your QBO data directly into your TurboTax account. If you wish to continue, please visit our QuickBooks ...P.O. Box 770002. Cincinnati, OH 45277-0080. Overnight Mail: Fidelity Investments Institutional Operations Company LLC. 100 Crosby Parkway, KC1G. Covington, KY 41015. You may also make a contribution online at accounts.fidelity.com. After logging in as an individual investor, you will see your Account List. Under "Account Type", click on the ...May 29, 2017 · Re: Turbo Tax importing information from Fidelity. by livesoft » Sun May 09, 2021 11:23 pm. I download into HRBlock tax prep which I consider safe enough for me. I don''t know about TurboTax. This signature message sponsored by sscritic: Learn to fish. RickBoglehead. Posts: 7957. Joined: Wed Feb 14, 2018 2:10 pm. Location: In a house. Key Takeaways. You can automatically import your tax information from the CRA right into TurboTax with Auto-fill my return. Register for your CRA MyAccount to be able to use Auto-fill my return. AFR helps you avoid future requests for review, by using the information the government already has on file for you, it is virtually a stress free ...Tax software that imports Fidelity 1099s. by chet96 » Mon Jan 29, 2024 5:45 pm. Hey folks: The accountant I use for tax prep has increased fees this year. I might make the jump to DIY. It appears that HR Block and …Does TurboTax allow me to import my Vanguard tax forms into my tax return? Yes, if you're using the online software. You'll be able to import Forms 1099-B, 1099-DIV, and 1099-R directly into your returns. This feature applies to Vanguard mutual fund and brokerage accounts; it doesn't apply to tax-deferred, employer-sponsored retirement plan ...TL;DR: yes. : (. You're not crazy...I just fired up my TT '18 and was peeved to find this out. Went back and checked 16,17...same functionality but no account required. And Intuit explicitly states that once created, you may deactivate accounts but it is impossible to delete them. Interestingly, the only reference I found on TurboTax's website ...Sign in to TurboTax and open or continue your return. Search for the name of your form (like 1099-B), and select the Jump to link in the search results. Follow the screens and you'll be able to import your form. To manually enter information from a 1099-INT form, you can follow these steps in TurboTax: Open your tax return in TurboTax.As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity Associates. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. ….

January 20, 2024 02:28 PM. While QuickBooks Online (QBO) and TurboTax Online are both Intuit products, as of the latest updates, there's no feature to import data from QBO to TurboTax Online. In the meantime, you can consider downloading a trial version of QuickBooks Desktop (QBDT) to export your data from QBO to QBDT, and then QBDT to Turbotax.Import 1099b from Fidelity. Tried to import 1099-b from Fidelity. After specified Fidelity Investments as the broker, Turbotax didn't present the option to enter username and password for Fidelity. Pressed 'Continue' TT generated 'unsuccessful'/'no tax form available'. Downloaded 1099-B data from other brokers worked fine.TurboTax® es el software de preparación de impuestos de mayor venta para presentar impuestos en línea. Presenta fácilmente tus declaraciones de impuestos federal y estatales con 100 % de precisión para obtener el máximo reembolso, garantizado. Únete a los millones que presentan sus impuestos con TurboTax.Turbo tax Premium : Clicking on link giving 20% discount instead of free TurboTax® Online Premium ... TurboTax® will automatically import your Fidelity account info Get your refund quickly by direct depositing into your Fidelity account Locked post. New comments cannot be posted. Share Sort by: Best. Open comment sort options. Best. Top. New ...Turbo tax says import files from Fidelity will start on Jan 31st but on Fidelity site they are already available. The PDF forms on the Fidelity website are formatted entirely differently from the way the tax files must be formatted for import into any of the tax software company's tax programs.In this video I will walk you through how to import your 1099 form from Robinhood into TurboTax. If you traded stocks, bonds, or mutual funds on the Robinhoo...Tried to import 1099-B from Fidelity and got the following message, " This 1099-B import was unsuccessful. Follow the steps in this article to fix this. I have not run into this issue with Turbo tax before. Don't want to enter all these data by hand. Thien ‎February 27, 2023 5:06 PM. 0 6 425 Reply. Bookmark Icon. CarissaM. Last year, I couldn't import from Fidelity into Turbotax desktop, because too many transactions (thousands). The Intuit-recommended workaround was to import into Turbotax online, then download a .tax file, and import that into Turbotax desktop to start a new return. I did that and it worked great..(one 1099B had 5000+ transactions). It sucks but they'll often get you a lot more than turbo tax or some other software crap. $500 is what i pay every year. You could probably find someone cheaper though. Just add the summary st and lt transactions now. I used to enter all manually but now you can take the totals and use various as the sell dates. Import fidelity into turbotax, This year I want to use TurboTax. Is there something I can do (e.g., upload a pdf of my return) that will populate 2017. US En . United States (English) United States (Spanish) Canada (English) Canada (French) TURBOTAX; Expert does your taxes. Back. Expert does your taxes., Enter your Robinhood account number and the tax document ID from your 1099 form. TurboTax will automatically import the tax form once you’ve entered the correct details. To import Robinhood's ..., Fidelity Investments; Goldman Sachs Private Wealth ... Importing financial institution data into Lacerte with Tax Import ... Intuit, QuickBooks, QB, TurboTax ..., I have imported an account into TurboTax from Fidelity. When viewed from the "Step-by-step" pages (typical entry method I suppose), all of the information shows to be imported, however, when you print out the return, all of the short-term sales and long-term covered sales are missing . After an hour on the phone with TurboTax, no resolution., Does anyone know how to setup third-party authorization with Fidelity? I talked to Fidelity technical support and they were not aware of it. With Schwab, it's very simple. Schwab even bypasses two-factor to allow the authentication. That's why you should disable third-party with Schwab once the i..., Your H&R Block import might have failed because a slow internet connection caused it to time out. Or, it’s possible your financial institution’s site is slow or down at the moment. To help resolve the issue, you should check your internet connection and try again. If your H&R Block import continues to fail, you can enter your tax info manually., And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2023. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2023. However, this isn't a guarantee. , Tried to import 1099-B from Fidelity and got the following message, " This 1099-B import was unsuccessful. Follow the steps in this article to fix this. I have not run into this issue with Turbo tax before. Don't want to enter all these data by hand. Thien ‎February 27, 2023 5:06 PM. 0 6 425 Reply. Bookmark Icon. CarissaM., 1. Enter the 1099-R information as-is: Input the amounts from your 1099-R form directly into TurboTax. This means entering the values in Box 1, Box 2a, Box 5, and Box 7 (if applicable). 2. Specify the rollover amount and destination: While entering the 1099-R details, look for a section or question about rollovers., FidelityMcKinley. •. Click "Take Me To My Return". Click on the Search box on the top and type "1099" and select which type of 1099 you have (R, INT, MISC, B) Click on "Jump to 1099," and then Click "Delete" next to the 1099 form you wish to delete. You will then need to import tax forms from Fidelity once more. Reply reply., February 6, 2023 9:36 AM. The link provided by Intuit doesn't work. Thumbs down. April 15, 2023 3:53 PM. Mint will only allow export to a CSV file, but that would be it. So it will not allow you to import from Mint to Turbo Tax automatically, even if the sign-in information is the same. @Alex312., Feb 1, 2024 · 1 Best answer. CatinaT1. Expert Alumni. I've not seen anyone else reporting this issue. Try closing TurboTax, clear your Cache and Cookies, and reopen TurboTax. Make sure you have ran all updates. If that doesn't work, p lease call TurboTax Customer service. Here is a link: Turbo Tax Customer Service. , When I tell Turbotax to import them, it pulls his, but will not pull mine. Last year I was able to pull both. It has me log into my intuit account, then attaches to Fidelity, then pulls my husbands documents, but not mine., Import Fidelity into Turbotax Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills. 54 posts, If you want to import from multiple accounts, simply login to the account you want to import from using the browser (I.e. login to Fidelity with account #1) and then choose to import via TurboTax … since you're already logged in the import will happen for account #1 … when that completes, logout of account #1 and then login to account #2 ..., Tax filing for 2022 as well as tax estimates for 2023 were deferred to October 16, 2023, due to California natural disasters. This is for both Federal (1040ES) and California State (540ES). So, then why is TurboTax 2023 (Premier) charging me penaltie... read more. kmd ‎Posted 3 weeks ago | Latest post 3 weeks ago by MonikaK1., Follow these steps: Import TXF file into TurboTax Desktop: File / Import / From Accounting Software / Other Financial Software (TXF) file / Continue / Choose a File to Import / Import now. An IRS form 1099-B with detail transactions is now created. The transactions may be edited. @rfmeaux., Determine your next steps. If TurboTax doesn't support your sources, follow these steps to create your own CSV. If TurboTax supports your sources, continue to step 5. If you traded digital assets on Robinhood, then use the 1099-B CSV file provided by Robinhood. Select your product and follow the steps to enter the info you've collected into ..., Please see the following instructions to import your Fidelity accounts into TurboTax: Type import in the search bar and click search. Click on Jump to import. Click start/edit/add on 1099-INT or 1099-DIV or Stocks, Mutual Funds, Bonds, Other. Continue with the onscreen interview and identify your financial institution. Type in the Online ID …, May 14, 2021 · Background: my wife and I both have separate accounts and a joint account at Fidelity. When I import my account from Fidelity into TT it works fine. However, when I clicked on "add another" TT kept trying to re-import my forms. I finally logged out of TT and started the process again. Then, I entered her ID and PW to Fidelity and TT got her forms. , In the meantime, you can manually enter the information. For example, if its a Form 1099-DIV, here are the steps: In TurboTax online, Sign in to your TurboTax account and select Pick up where you left off. At the right upper corner, in the search box, type in "1099div" and Enter. Select Jump to 1099div., Last year, I couldn't import from Fidelity into Turbotax desktop, because too many transactions (thousands). The Intuit-recommended workaround was to import into Turbotax online, then download a .tax file, and import that into Turbotax desktop to start a new return. I did that and it worked great..(one 1099B had 5000+ transactions)., ... into your retirement account. Income taxes are ... Use your Intuit Account to sign in to TurboTax. ... Quicken import not available for TurboTax Desktop Business., After I download the .txt file containing my k-1, I go to Turbotax to import the file into the software program. However, Turbotax does not identify the .txt file. I can see the file but it is shaded out. Why doesn't Turbotax recognize the downloaded .txt file so that I can then import it?, The import feature worked in previous years, but my 1099 was simpler. I'd try turning off the popup blocker on your default browser. Some other message threads suggest going directly to the 1099-DIV or 1099-INT pages to start the import. This did not work for me. April 1, 2023 1:26 PM., Intuit (owner of TurboTax) has a lot of safety protocols in place because of the personal information they are provided to complete your tax returns. Don't know if it is "safe.". But hopefully, they will give you $10 credit next year for all the great personal finance data you gave them. Above and beyond, really., Fidelity Investments, Box 1 reports the total amount of contributions you made to a traditional IRA—which might be deductible on your tax return, depending on other factors, like your income. The amount in box 10, however, reports the contributions you made to a Roth IRA, so you can't deduct this amount. Your 5498 will also report other types of information ..., Still having the same issue. Cannot import TD Ameritrade 1099 into TurboTax 2023! Having the DocumentID hidden by asterisks is about as incompetent a decision as anyone could make. I tried entering the DocumentID using both …, Hello, Tried to import 1099-B from Fidelity and got the following message, " This 1099-B import was unsuccessful. Follow the steps in this article to fix this. I have not run into this issue with Turbo tax before. Don't want to enter all these data by hand. Thien, If your plan allows, you may be able to download your Fidelity 401(k), 403(b), or 457 accounts into Quicken ®. If you need assistance importing your Fidelity NetBenefits ® account information, call 800-581-5800., You can import tax files into TurboTax Desktop/CD/Download version, but not TurboTax Online. You can only ''export'' tax files from TurboTax Online., 1 Best answer. Just did this again and selected Fidelity from Turbotax to import data instead. Turbotax then popped up with a screen to enter my turbotax name and password first. Then I picked phone for them to send me a code which I entered. Then Fidelity Investments popped up and I had to log into my account.