Please follow these steps to enter a Fidelity 1099-B.
- Down the left side of the screen, click Federal.
- At the top of the screen, click Income & expenses.
- Under Your income and expenses, scroll down to Investment income.
- Click Show more to the right.
- Click Start/Revisit to the right of Stocks, mutual funds, bonds, other.
- At the screen Did you sell stocks, mutual funds, bonds, or other investments, click Yes.
- At the screen Did or will you receive a 1099-B form or brokerage statement for these sales?, click Yes.
- At the screen Let’s import your tax info, click on the Fidelity icon in the center of the screen.
- Username and password become available.