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Get your taxes done using TurboTax
It depends.
In order to be able to import your information, your Fidelity brokerage needs to be a TurboTax Import Partner.
I have attached a link to those who have partnered with TurboTax. Please review the name on your 1099-B to the name listed in the link below to confirm whether or not the 1099-B can be imported.
Once you confirm if they are a partner, you will enter the information in the federal interview section.
- Select Income & Expenses
- Scroll down through all income until you see Investment income
- Select Stocks, Mutual Funds, Bonds, Other
- Select Add more sales
- Answer the questions on each screen until you see Let's get your tax info
- Type in your brokerage and you will see the import screen
See the following link for additional support from TurboTax.
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July 12, 2020
11:06 AM