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AnnetteB6
Employee Tax Expert

Can I import Fidelity to my Turbo TAx?

You should import Form 1099-B, all seven transactions, and Form 1099-DIV.

 

When doing so, if your return has changed from a refund to a balance due, then your Form 1099-B information has most likely generated a taxable capital gain for your return.  Take a look at the information that was imported and be sure that there is a cost basis shown for all the transactions.  

 

@Dsf4man

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Can I import Fidelity to my Turbo TAx?

I clicked on the link and was taken to an ad for intuit.

MarilynG1
Expert Alumni

Can I import Fidelity to my Turbo TAx?

Click this link for steps on How to Import 1099 Forms.

 

@thehousewren

 

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