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mailin02
New Member

I need to download the 1099n forms from a fidelity account. How do I get back to the download stocks bonds dividends and interest from the account?

 
1 Reply
PaulaM
Expert Alumni

I need to download the 1099n forms from a fidelity account. How do I get back to the download stocks bonds dividends and interest from the account?

To import your 1099, navigate to the section for the type of 1099:

  • In your open return, select My Account
  • Tools
  • Topic Search
  • Type '1099-INT (or 1099-DIV, 1099-B)' in the box, then select GO

Choose your bank or brokerage, then sign into your account to begin the import. Repeat steps if your brokerage form has more than one type of 1099.

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