Importing from Fidelity Investments

moodyfan77 · ‎January 31, 2026

Has anyone been able to import their information from Fidelity Investments for their 2025 taxes? It has worked sseemlessly for my entire time using TurboTax Desktop Premier, but today I am stuck in an endless loop.

Previously I encountered a note say it would be available today, 1/31.

Thanks,

Hal

SteamTrain · ‎February 1, 2026

@moodyfan77

In my actual Fidelity account, it says 7 Feb for the actual paper/PDF forms...not sure if the special TAX import files will be ready then, or a few days later. The actual date may depend on you holdings...Fidelity indicated that two Muni funds I own were holding things up for me.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

moodyfan77 · ‎February 1, 2026

@SteamTrain Thanks for your reply.

Two of my Fidelity Accounts had the information available on 1/16, as did my wife's IRA. No data from these three accounts was imported. I have another account where Fidelity indicates that the information will not be available until 2/21/2026.