You need to be able to access to your account through Fidelity.com. After you have logged in and are in your TurboTax return:
- Go to Search at the top of the screen.
- Then enter Form 1099-DIV in the search box.
- You will see a Jump To function that will take you to the 1099-DIV input screens.
- There add the 1099-DIV.
- Continue to the Financial Services screens and select "Fidelity"
- Enter your Fidelty.com user name and password.
- The import should begin.
If you have difficult with the import process, it may be easier to enter the information manually by "I'll Type it Myself"
Make sure and review you imported entries for correctness before filing.
