- Open your TurboTax account and select "Documents" from the menu.
- Hit "Add tax docs" to start importing files.
- Choose "Import" from the menu as a way to add your docs.
- Select “Investments/ Savings” from the available information.
- Select "Fidelity Investments" from the list.
- Click "Continue" to proceed.
- Enter your Fidelity username & password.
- Once you enter your credentials, click "Log in" and TurboTax will automatically import your tax forms.
How to Import Fidelity to TurboTax
📌 Why this matters
Importing your Fidelity data eliminates hours of manual entry and reduces costly tax mistakes that happen when transcribing investment transactions by hand. Your brokerage account likely contains dozens of trades, dividends, and capital gains distributions throughout the year. Each requires precise reporting with specific dates, amounts, and tax classifications. Manual entry means cross-referencing multiple 1099 forms and account statements, creating opportunities for errors that could trigger IRS audits or cause you to overpay taxes on investment gains.
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