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cwarrenstelly
New Member

How do I import tax information from my Fidelity Investment accounts?

I input the one form information I have so far, but many more forms for the Fidelity Investment accounts I have and would want to import are not yet ready.
3 Replies
Anita01
New Member

How do I import tax information from my Fidelity Investment accounts?

You would have to return to import the others as they become available.  You would import them through each income or expense topic you need.  It's extremely early to be able to import from a financial institution.  Their files are generally not available until the end of the month or even up until 2/15.  Each form you import has to be set up and coded in a special import file by the institution.

tiemle
Returning Member

How do I import tax information from my Fidelity Investment accounts?

today is april 17.  i try to import information from my fidelity investment account but there is not an option to import like last year?  what happen?

Ebony A
Intuit Alumni

How do I import tax information from my Fidelity Investment accounts?

Fidelity Investments is still an approved Turbo Tax Import Partner. You may review this help resource @tiemle .

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