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Get your taxes done using TurboTax
Once you enter Fidelity as one of the holders of a 1099-R, 1099-Div, or 1099-Int, etc., it will ask you if you want to import the forms. Click yes and it takes you to a screen where it is a secure entry for your Fidelity login info. Once you enter your Fidelity login they will all download into Turbo Tax. This year I had a lot so was glad I did. Previous years I just entered the few I had by hand. I liked that it downloaded all my stock transactions into the program as well to easily calculate capitial gains/losses. It was very easy as long as you follow the directions precisely FROM Turbo Tax.
‎February 8, 2023
12:47 PM