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New Member
posted Jun 4, 2019 6:05:37 PM

I want to download my investment gains losses dividends and interest details from Fidelity Investments into Turbo Tax Premier 2018. Please help

I want to know how to download investment details from Fidelity Investments. I have too many details to type in.

0 3 1088
3 Replies
Level 15
Jun 4, 2019 6:05:38 PM

Go to your Federal "Wages&Income" page.

<hit the "I'll choose what I work on" blue button

First item on the screen...."Import Summary

<<hit the button to the rt-side of "History of Imported Documents"

Once you enter there you can "Add other Documents" and will lead you thru importing.
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New Member
Jun 4, 2019 6:05:40 PM

Thanks, I got a good answer also by calling Fidelity Investments Customer Support, it worked.

Level 15
Jun 4, 2019 6:05:41 PM

Good Luck with it all

.....take your time on everything but file at least 10 days before it is due...the last week is a zoo.