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New Member
posted Jun 5, 2019 11:39:28 PM

"How do I import Fidelity investment info this year. Using 2018 Premier but don't see how to do it."

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1 Best answer
Level 15
Jun 5, 2019 11:39:30 PM

On the Wages&Income screen...top of the page hit the button to the rt-side of 

"History of Imported Documents "

That shows you BOTH what you've already imported, and buttosn to start a new import.

___________________

even through Fidelity has their paper/PDFs ready,... the tax import files may not all be "up"  ...some people could get them, and some people Not  (as of yesterday..not sure about today)

3 Replies
Level 15
Jun 5, 2019 11:39:30 PM

On the Wages&Income screen...top of the page hit the button to the rt-side of 

"History of Imported Documents "

That shows you BOTH what you've already imported, and buttosn to start a new import.

___________________

even through Fidelity has their paper/PDFs ready,... the tax import files may not all be "up"  ...some people could get them, and some people Not  (as of yesterday..not sure about today)

Returning Member
Apr 6, 2021 4:54:08 PM

how do i transfer my fidelity info into the 2020 income taxes

 

Intuit Alumni
Apr 9, 2021 9:08:48 AM

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to the section for your specific 1099 form. Here's how:

  1. Sign in to TurboTax and open or continue your return. 
  2. Search for 1099-? and select the Jump to link in the search results.
  3. 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.

 

@donhisle