How to Import Fidelity to TurboTax

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Here’s a clear, step-by-step way to import your Fidelity data into TurboTax: 

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1. Open your TurboTax account and select "Documents" from the menu.
2. Hit "Add tax docs" to start importing files.
3. Choose "Import" from the menu as a way to add your docs.
4. Select “Investments/ Savings” from the available information.
5. Select "Fidelity Investments" from the list.
6. Click "Continue" to proceed.
7. Enter your Fidelity username & password.
8. Once you enter your credentials, click "Log in" and TurboTax will automatically import your tax forms.