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user17741505475
Level 1
March 22, 2026
Question

how download fidelity

  • March 22, 2026
  • 1 reply
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    1 reply

    LindaS5247
    LindaS5247
    Level 14
    March 22, 2026

    To download your Fidelity investment data into TurboTax you can use the steps listed below.

     

    1. Click on Search at the top right of your TurboTax screen
    2. Type form 1099-B in the search box
    3. Click on the link Jump to form 1099-B
    4. Your screen will say Did you have investment income in 2025?, Select Yes
    5. Click on the blue box Add Investments 
    6. Choose your financial institution in the drop down box (Fidelity)
    7. Click on Import Now

     

    Helpful TurboTax Articles:

     

    Please come back to TurboTax Community with any additional information or questions you may have and we will be glad to help you. 
     

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