I had a few personal investment accounts in 2020 through Fidelity and Morgan Stanley. Could you please inform me which forms I will need to get from them?

[JotikaT2]

It depends.

You may have had interest income, dividend income, or capital gain transactions from these brokerage companies.  Typically, they will issue the following forms by January 31st so you can report the items as applicable on your income tax return:

• Form 1099-INT - used to report your interest income
• Form 1099-DIV - used to report your dividend income
• Form 1099-B - used to report proceeds from sales of investments

Be aware, sometimes the brokerage companies will issue statements that include more than one of the above forms.  Be sure to look at all of the pages as they may have different forms included in their mailing to you.

[Mike9241]

there are also other forms that could be issued

1099-oid

1099-misc

1099-whfit

in addition, if you invested in a master limited partnership/publicly traded partnership. you'll receive a k-1 directly from them 

[DavidD66]

Fidelity and Morgan Stanley will both send you a FORM 1099 COMPOSITE & YEAR-END SUMMARY.  They may not call it exactly that, but it will be something similar.  Other that K-1s as mentioned by Mike9241 in his answer, the Form 1099 Composite and Year-End Summary should include all tax forms and information you need to report your investment activity.  It will include applicable forms including:

• Form 1099-DIV
• Form 1099-INT
• Form 1099-B
• Form 1099-OID

It will also include a Year-End Summary, a detail information on Dividends and Distributions, a detail of Realized Gain or Loss, and summary of fees and expenses (such as margin interest).

You can import your tax forms into TurboTax.  TurboTax will prompt you to import your investment tax forms.  It will ask if you received that form, and when you answer Yes the program  will give you the option to import.  You also have the option to jump straight to that section by searching for the 1099 form number in TurboTax and then clicking the Jump to link in the search results.