How to Integrate TurboTax with Fidelity

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Here’s how to do it: 

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1. Open TurboTax and head to the "Documents" menu to get started.
2. Click on the "Linked Accounts" tab.
3. Select "+Add an account" to move forward.
4. Find and select "Fidelity Investments" from the available list.
5. To move forward, select "Get my form".
6. Enter your Fidelity credentials and click "Log in" to complete the integration set up.