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Investors & landlords
just save as a pdf. However, the PDF can not be imported into Turbotax. At some point, Fidelity will/may inform you that the electronic versions of your 1099s are available. Different ones may be available at different dates. then you have to import the 1099 data directly from the Fidelity Website.
open Turbotax
on the file tab select import from financial institution
type in fidelity
from there follow the instructions for importing.
‎January 27, 2024
4:48 PM