- Open TurboTax and head to the "Documents" menu to get started.
- Click on the "Linked Accounts" tab.
- Select "+Add an account" to move forward.
- Find and select "Fidelity Investments" from the available list.
- To move forward, select "Get my form".
- Enter your Fidelity credentials and click "Log in" to complete the integration set up.
How to Integrate TurboTax with Fidelity
Try this interactive demo to learn how to integrate TurboTax with fidelity.
📌 Why this matters
Connecting your Fidelity account automatically imports your investment documents—1099s, dividend statements, and capital gains reports—directly into your tax preparation. This eliminates manual data entry and reduces transcription errors that could trigger audits or delay refunds. The real advantage goes beyond convenience: when your brokerage data flows seamlessly into your return, you can immediately see tax optimization opportunities across your entire financial picture, like harvesting losses or timing future trades to minimize your tax burden in subsequent years.
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