HelenC12
Expert Alumni

Get your taxes done using TurboTax

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. We'll close the Fidelity Investments site and import your tax info.

4. Select Get my form. Continue with the onscreen interview until complete.

5. You'll need to enter your username and password and select Log in.

 

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