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New Member
posted Mar 12, 2022 10:27:22 AM

adding additional fidelity account numbers for auto transfer into TT

How do I add additional account numbers from fidelity investments to transfer information?

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1 Replies
Expert Alumni
Mar 13, 2022 8:41:38 AM

If you're asking how to add additional information to your Fidelity investments, see How do I update or delete something I imported into TurboTax? If you delete what you imported, you'll have to import all the information again. See the information below.

 

If you're asking how do you import more Fidelity accounts into TurboTax:

  1. Log in to TurboTax.
  2. Select Federal from the left side navigation.
  3. Select the Wages & Income tab on top of the screen.
  4. On the Wages and Income screen, if this is a 1099-B, 1099-INT, 1099-DIV or Crypto, scroll down to Investments and Savings (1099-B, 1099-INT, 1099-DIV, Crypto) and click on Start or Review.   
  5. If you want to import form 1099-R, scroll down to IRA, 401Kk), Pension Plan Withdrawals (1099-R) and click on Start or Review.
  6. Continue with the onscreen interview.
  7. On the Let's import your tax info screen, select your financial institution.
  8. On the next screen, enter the requested information and click on Get my form. 
  9. Continue with the onscreen interview until complete.