Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
J
jaganra92
June 6, 2025
Question

issue with downloading mutual fund details from vanguard and fidelity

  • June 6, 2025
  • 1 reply
  • 1 view
Fidelity NetBenefits is not available for data import at this time. Please upload your documents or enter the data manually by clicking Enter a different way. Try again later.(105)

    1 reply

    J
    JotikaT2
    June 6, 2025

    First, make sure your investment firm is an approved import partners as listed out in this link.  If the name does not match exactly, it may not be an option that can be imported.  

     

    Please also see how do I import my 1099s and what if I can't import my 1099 for more options available to troubleshoot the issue you may be having.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsCookie settingsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification