how do i download Fidelity investment Statements?

[Robbie W]

how do i download Fidelity investment Statements?

[Mike9241]

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. 

[Cynthiad66]

If you want statements, you can request copies by Sending an E-mail to Fidelity, specifying the account number, month, and year for the duplicate statement(s) you would like to receive.

When using TurboTax, you can either wait until prompted by TurboTax to import your brokerage statements (e.g., Form 1099-B or Form 1099-DIV), or you can go directly to the import feature by searching for “import” in the search box (top right in the TurboTax interface), then selecting the option to “Jump to Import.

Here's where you enter or import your 1099-B in TurboTax:

1. Open or continue your return, if you haven't already.
2. Select Search, enter 1099-B, and select Jump to 1099-B.
   1. You can also go to Federal, then Wages & Income, then Investments and Savings.
   2. Select Start or Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
3. Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue.
   • If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales.
4. When you reach Let's Import your tax info, choose how you want to enter your 1099-B:
   • To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get My Form.
   • If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen.
5. On the following screens, answer the questions about your 1099-B.
6. When you reach the Review your sales screen, the form you just entered should be listed.
   • If you need to add another 1099-B, select Add another sale. Otherwise, select Continue

@Robbie W