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briasey
Level 2
June 5, 2019
Question

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

  • June 5, 2019
  • 3 replies
  • 38 views

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

3 replies

SteamTrain
SteamTrain
Level 15
June 5, 2019
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.
______________________
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
B
briaseyAuthor
Level 2
June 5, 2019
Thanks, I got a good answer also by calling Fidelity Investments Customer Support, it worked.
SteamTrain
SteamTrain
Level 15
June 5, 2019

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. 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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