How do I download data file from my 2022 Fidelity account?

[frankjanezich]

When I first logged on yesterday, TurboTax began by showing all my TurboTax info from 2021 which is correct data.  Now it is asks me to manually enter all 2022 1099 DIV data.  How do I download this data from my Fidelity account?

[HelenC12]

You can securely import the following forms into TurboTax:

• 1099-B
• 1099-DIV
• 1099-INT
• 1099-OID
• 1099-R

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

Tip: Be sure to select the correct 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.

[cheroner]

I recall that I needed the account ID and the specific form ID that your online account has stored.

 log into your on line account and go to the tax forms on line and get the form Id numbers you will need to enter when you select the download button in turbo.  That is the way I recall doing it anyway.

[HelenC12]

Cheroner is correct. You will need to enter your Fidelity information after you select to import your financial information.

On the Let's get your form screen, you'll see: 

1. We'll open your Fidelity Investments site in a new window.

2. Enter your Fidelity Investments sign-in info. It always stays secure!

3. We'll close the Fidelity Investments site and import your tax info.

4. Select Get my form. Continue with the onscreen interview until complete.

5. You'll need to enter your username and password and select Log in.

[pgapro1]

How do I download data file from my 2023 Merrill Lynch account?

[DoninGA]

---

@pgapro1 wrote:

How do I download data file from my 2023 Merrill Lynch account?

---

See this TurboTax support FAQ for importing a Form 1099 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2...

[w1miller]

how do i download Fidelity tax info

[MarilynG1]

It's recommended that you clear your Browser Cache before and after importing. 

In the Income section, go to Investment Income > Stocks, Crypto, Mutual Funds, Bonds, Other, and Choose Add/Update.

On the next page, 'Lets finish pulling in your investment income' scroll down to 'Add Investments'.

Type Fidelity in the Search bar, then double-click on Fidelity Investments in the Search results.

On the next page, Continue, sign in to your Intuit Account, receive a text code, then a new window opens to Get Documents. 

Check your imported info on the Income page > Import Summary.

@w1miller