JotikaT2
Employee Tax Expert

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.

 

TurboTax Import Partners 

 

Once you confirm if they are a partner, you will enter the information in the federal interview section. 

  1. Select Income & Expenses 
  2. Scroll down through all income until you see Investment income 
  3. Select Stocks, Mutual Funds, Bonds, Other 
  4. Select Add more sales 
  5. Answer the questions on each screen until you see Let's get your tax info 
  6. Type in your brokerage and you will see the import screen

See the following link for additional support from TurboTax.

 

How do Import my 1099

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"