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.
Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with First National Bank and if you select the "wrong" First National Bank, you won't be able to import.
Related information:
