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dave
New Member

When will you be able to down load Fidelity tax forms?

 
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MonikaK1
Employee Tax Expert

When will you be able to down load Fidelity tax forms?

You should be able to import when there is a finalized 1099-Consolidated Tax Information Statement.

 

Generally, you should not use a preliminary 1099-Consolidated Tax Information Statement from Fidelity or another brokerage to file your taxes, as it is only a draft for informational purposes. While you can use preliminary data to begin organizing your taxes, you should wait for the final version before importing into TurboTax to ensure accuracy and avoid potential IRS issues. 

 

Fidelity 2025 Consolidated 1099 tax forms are released in waves. While many are available in early February, others may not be finalized until mid-March 2026, especially if they include investments requiring special reporting.  You could check with your broker as to when the final statement may be available. 

 

If you have a single broker for multiple accounts, when selecting to import another account for the same broker: 

 

Clear cache and cookies  and then search for your broker. This should allow the screen to input account information and import the data.

 

See this help article for more information about consolidated statements.


 

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