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 and Passcode.
- Continue with the online interview to import your financial data.
See the screenshots below.
Related information:
