how download fidelity

[LindaS5247]

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:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

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