topic Fidelity indicates I can connect Fidelity investment accounts directly with TurboTax - How? in Get your taxes done using TurboTax

Fidelity indicates I can connect Fidelity investment accounts directly with TurboTax - How?

andymikebodie23 — Thu, 18 Mar 2021 16:43:04 GMT

Fidelity indicates I might be able to link my financial accounts to TurboTax to automatically import any available forms. How?

Re: Fidelity indicates I can connect Fidelity investment accounts directly with TurboTax - How?

RayW7 — Thu, 18 Mar 2021 17:17:47 GMT

This a form you would get from your financial institution such as a brokerage company. You might be able to download the form from the company's website. You can also import that form into TurboTax. Here's how:

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax if your broker or financial institution is on our list of TurboTax Import Partners. If they're not, you can upload your form from your computer or type it in yourself.

Here's how to import:

Sign in to TurboTax and open or continue your return.
Search for the name of your form (like 1099-B) and select the Jump to link in the search results.
Follow the screens and you’ll be able to import your form.

Tip: Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.

You can import up to 1,500 transactions from your financial institution in TurboTax Online.

Go here to see how to take a picture of your 1099-MISC in the mobile app.

Re: Fidelity indicates I can connect Fidelity investment accounts directly with TurboTax - How?

bdcjr2099 — Tue, 01 Feb 2022 23:19:44 GMT

2021 version says it cannot find the "2020 tax info" Fidelity says the issue is not on their end. Help!!

Re: Fidelity indicates I can connect Fidelity investment accounts directly with TurboTax - How?

CarissaM — Tue, 01 Feb 2022 23:57:13 GMT

@bdcjr2099 Did you file using the desktop or online version in 2020?

Re: Fidelity indicates I can connect Fidelity investment accounts directly with TurboTax - How?

bdcjr2099 — Wed, 02 Feb 2022 00:15:11 GMT

desktop

Re: Fidelity indicates I can connect Fidelity investment accounts directly with TurboTax - How?

BrandiLO1 — Wed, 02 Feb 2022 01:33:13 GMT

You can most certainly connect your investment accounts through the TurboTax desktop version. Please click here for instructions. For a full list of our import partners, please click here.