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hhalli
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How do I sync with my Fidelity accounts, which was done last year

 
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HelenaC
New Member

How do I sync with my Fidelity accounts, which was done last year

Please see the following instructions to import your Fidelity accounts into TurboTax:

  • Type import in the search bar and click search.
  • Click on Jump to import. 
  • Click start/edit/add on 1099-INT or 1099-DIV or Stocks, Mutual Funds, Bonds, Other.
  • Continue with the onscreen interview and identify your financial institution
  • Type in the Online ID and Passcode.
  • Continue with the online interview to import your financial data.

See the screenshots below.

Related information:


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